Once you've created your Invoice, it's time to share it! Use the steps below to share your Invoice with your clients or anyone else who may need that information!
Share an Invoice
When you're ready to share the invoice, click the blue Preview & Share button in the top right corner to preview the Invoice before you can share it.
You'll be able to choose from Email Invoice, Copy Link to Invoice, Print Invoice, or Export Invoice as PDF.
Email Invoices
When emailing an Invoice to your client from BuildBook you can customize the
The pro's name is included as the sender's name and in the signature
The pro's logo is included at the top of the email
Personalize the email messages
Invoices that are emailed will have a small activity feed allowing you to see when the Invoice was sent out. You can view that kind of information in the Activity right beneath the description and status column:
Copy Link to Invoice
When you use Copy Link to Invoice it creates a unique URL for you to share with your client so they can view the Invoice online, without needing to be logged into their account or download a PDF. Once you click on Copy Link in the choices, you'll immediately notice a message pops up in the bottom right hand corner letting you know the link is copied:
From there, you can use that link that copied to your clip board to send out via email or in a text! Anyone with that link will be able to see the Invoice and choose to Print or download as a PDF if they'd like to.
When you send this link out it provides a read only view of the Invoice for the person viewing it. Changes made to the Invoice will be shown in real time on the link, so you never have to send out new links for edits or adjustments, you can just tell your client to refresh the page or check out the link once more.
Print Invoice and Export Invoice as PDF
We know that not everyone wants to email things or send them out as links so we've also included the tried and true methods of Print and Exporting your Invoice for your convenience!
Print Invoice gives you a quick preview of that Invoice before you can select Print in the top left corner.
Export Invoice allows you to export your Invoice as a PDF so you can save it locally for your records! Once you choose Export Invoice as PDF, you'll notice a new tab opens with the Invoice for you to download! To download the PDF, click on the download button in the top right corner:
You'll then be able to download and save the PDF to your local device for your records or to share with others when you need it.
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