Sending Invoice Without Email

Sometimes you need to share an invoice with a client who doesn't use email, or you want to send via text message or other channels.

Getting the Invoice Link

1. Create and save your invoice
2. Open the invoice detail page
3. Click Copy Link or the share icon
4. The payment link is copied to your clipboard

Sharing Options

Once you have the link, you can share it via:

• Text message (SMS): Paste link in a text
• WhatsApp: Send as a message
• Social media: Direct message on any platform
• QR Code: Generate a QR code with the link
• In person: Show the link or QR code on your phone

What Customers See

When customers open the link, they see:

• Full invoice details
• Your business information
• Line items and totals
• Pay Now button

No email or Daybook account required to view or pay.

Generating a QR Code

You can use any QR code generator:

1. Copy the invoice link
2. Go to a QR generator (search "QR code generator")
3. Paste your link
4. Download or display the QR code
5. Customer scans to view invoice

Marking Invoice as Viewed

When you share a link manually, you can optionally mark it as viewed:

1. Open the invoice
2. Click Mark as Viewed

This updates the status from "Sent" to "Viewed" for your records.

Next Steps

• How customers pay
• Marking paid for cash/check