Invoicing & Payments · updated 2026-08-08
Every order drawer has quick invoice actions: copy the public invoice link to share anywhere, or resend the invoice by email and SMS in two clicks.
Before you start
In the order drawer, click "Invoice Link". The public link is copied to your clipboard so you can paste it into any app. A tooltip confirms: "Copy Invoice Link", "Send to the customer via any app".
Click "Send Invoice". A dialog asks how you'd like to send it, with toggles for "Email" and "Text Message (SMS)" showing the contact info on file.
Click "Send Invoice" in the dialog. A confirmation shows which channels were used.
The customer has no email or phone on file. Add contact info to the customer record, or use "Invoice Link" and share the link manually.
No invoice has been generated for this order yet.
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