Client links

A client link is a private web address for a single invoice or estimate. You send it to your client, and they open a clean, read-only version of the document in their browser. No account and no sign-in are needed. Creating and sharing links is an owner or admin task, since invoicing and estimates live in the admin-only Bill section.

Copying the link

Open an invoice or estimate and select Copy client link. The address is copied to your clipboard, ready to paste into an email or message. The same button appears on both invoices and estimates.

What your client sees

The client opens a read-only document showing your company name, the invoice or estimate number, the line items with quantities and amounts, the subtotal, any discount and tax, the total, and your notes. On an invoice they also see amounts paid and the balance due. They cannot edit anything, and the page is kept out of search engines so it stays private.

Accepting or declining an estimate

An estimate that you have marked as sent gives the client two buttons on the page:

1. Accept estimate records their approval.
2. Decline records that they are not proceeding.

When they choose one, the estimate's status updates to accepted or declined, and the client sees a short confirmation such as "You accepted this estimate. Thank you!" or "You declined this estimate." Their action is recorded in the estimate's history.

If email is configured for your workspace, every administrator receives a notification of the decision showing the estimate number, the client, and whether it was accepted or declined. That way you learn the outcome without the client having to send a separate message.

Links are private but permanent

Each client link uses a long, random key that cannot be guessed, so only someone you send it to can reach the document. That is also what lets it work without a login.

There is no way to revoke or expire a client link. Once created, a link stays valid for as long as the invoice or estimate exists. If you need to cut off access, the only option is to delete the underlying invoice or estimate. Keep this in mind before sharing a link widely, and treat the address as something to send only to the intended recipient.

Tips

• Send the link directly to your client contact rather than posting it anywhere public, since anyone who has the address can open it.
• Because there is no expiry, an old link keeps working. If a document's details change materially, consider issuing a new document rather than relying on the client to re-open the same link.

To learn how the tracked hours on an invoice get there in the first place, see invoicing tracked time.