Note: This guide is for older projects that use legacy Schedules and the Client Dashboard. For projects that use the new Schedules, see How to share your invoice online.
Sharing an invoice
When you send an invoice, it is delivered directly to your client's email inbox. To receive a copy yourself, add your own email address to the CC field when sending. You can also download the invoice PDF at any time from the invoice detail view.
Publishing to the Client Dashboard
When an invoice is sent, it is automatically shared to the recipient's Client Dashboard, giving them a central place to view and track all their project invoices.
To manually add an invoice to a client dashboard
Open an invoice with an Issued, Paid, or Void status
Click Share
Toggle on Publish to Client Dashboard
Enter your client's email address and click Add
Your client will receive a notification email with two links - one to view the invoice directly, and one to access their full Client Dashboard.
Invoices in Draft status cannot be shared to the Client Dashboard. Send the invoice first to enable the Share option.
Resending the Client Dashboard link
If your client needs the link resent, click the 3-dot menu next to their email address in the Share panel and select the resend option.
Removing client access
To remove an invoice from the Client Dashboard, either toggle off Publish to Client Dashboard, or click the 3-dot menu next to the recipient and select Delete access.