How to Share Invoices with Clients

In this guide, we'll cover how you can share invoices with clients using three different methods.

There are three ways to share invoices with clients:

1. Immediately After Creating the Invoice
2. From the Client Card After the Invoice is Created
3. Automatically via the Client Portal

1. Immediately After Creating the Invoice

Step 1: Start by logging into your Pabau account and raise an invoice as usual.

Step 2: When you complete the payment, on the Checkout Completed screen, click on the email or SMS icon to share the invoice with the client.

Step 3: Confirm or modify the client's email and/or mobile number.

Step 4: The invoice will be sent using the standard Invoice template, which can be found in Client Notifications under Setup.

2. From the Client Card After the Invoice is Created

Step 1: Open the client card of the client you want to share an invoice with.

Step 2: In the client card, navigate to the Financials tab, locate the invoice you want to share, and click on its number to open the invoice editing modal.

Step 3: To send the invoice as a PDF via email, click on "Options" in the top right corner and select "Attach to email (PDF)."

Step 4: This will open the email builder with the PDF already attached.

Step 5: Compose the message you want to send to the client and send the email as usual.

Step 6: The client will receive your custom message with the PDF attached, instead of the standard client notification template.

3. Automatically via the Client Portal

If you're using the Client Portal, enable the Payments and Billing Details features by following the steps provided in this guide. 

This will automatically make invoices available in each client’s account at all times.

There’s no need to manually share invoices as they will be added automatically.

By following these methods, you can efficiently share invoices with your clients.