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How Do I Preview An Invoice Or Manually Send One To A Client?
How Do I Preview An Invoice Or Manually Send One To A Client?

Previewing an invoices and manually sending an invoice to a client.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Previewing an invoice & manually sending a customer the URL is easy!

NOTE: This is sometimes necessary when the client has overly strict spam filters set up (or when you need to collect on multiple outstanding invoices from the same customer).


FROM THE WEB APP

Step 1: Open the invoice in Gazelle

Step 2: Click 'Preview' button at the top of the page.

Step 3: Share the invoice URL with the customer.

Pro Tip: This is also the best way to send multiple invoices at a time.



FROM THE MOBILE APP

Step 1: Tap on an invoice.

Step 2: Tap the 'More' action button.

Step 3: Tap 'Copy Link'

Step 4: Share this URL with your customer.
Step 5: Done!

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