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Share an invoice

Deliver invoices and estimates through a secure web view, QR code, branded PDF, or email from the app.

Send invoice options — web link, QR code, PDF, and email

Trueinvoice gives you several ways to get a document in front of your client. Estimates use the same share flow as invoices — open the estimate, tap the send icon on the bottom nav bar, choose web link, QR, PDF, or email, and send. Only the labels change (for example “Estimate” instead of “Invoice”).

Invoice shared as a link in WhatsApp

  1. Open the invoice or estimate.
  2. From share options, choose Web link.
  3. Send the URL via messaging, WhatsApp, or any channel you prefer.

Clients open a public view page to read the document. For invoices, if Stripe is connected, they can pay from that page. For estimates, they review the quote the same way — then you can convert the estimate to an invoice when they approve.

QR code

Invoice QR code with copy link

  1. From share options, open the QR code for the invoice or estimate.
  2. Let the client scan it, or tap Copy link / Download image to share the code elsewhere.
  3. Scanning opens the same secure web view as the link.

PDF

Branded invoice PDF with pay button

  1. From share options, tap PDF.
  2. Generate or preview the PDF using your chosen template, logo, and accent colour.
  3. Share or attach the file from the system share sheet (WhatsApp, Files, Mail, and so on).

PDFs are ideal when clients need a fixed attachment for their own records. Estimate PDFs look similar to invoice PDFs, without payment and with estimate numbering and totals instead of amount due.

Email from the app

Invoice email received in Gmail

  1. Check that the client email on the contact is correct — Send email uses that address right away.
  2. Open the invoice or estimate and tap Send email.

The client gets a branded message with the document number and amount (amount due for invoices; estimate total for estimates). When email delivery succeeds, a Draft invoice or estimate can move to Sent. Sharing via link, PDF, or QR does not change status by itself — use Mark as Sent when needed.

Best practices

  • Double-check the client email on the contact record.
  • For invoices, include clear payment instructions, or leave Stripe on so clients can pay from the shared link / PDF.
  • For estimates, share early so the client can review before you convert and bill.
  • For recurring clients, keep contacts and catalog items updated so sharing stays fast.
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