Share the saved customer link or download the invoice as a PDF.
1. Open the invoice
Go to Invoicing → Invoices and open the intended document. Confirm its customer and current status.
2. Save the latest version
If you edited the invoice, choose Actions → Save before sharing or downloading.
3. Copy the link
Choose Actions → Copy Link. For a saved draft, review Mark as Sent and Copy Link?: copying also marks the draft as sent. Choose Mark as Sent and Copy only when ready to issue it; Cancel copies nothing. Open the copied link privately and check the customer document before sharing it.
4. Download the PDF
Choose Download, or Download Invoice when a delivery note is also available. Wait for preparation. If shown, use Check again or Retry PDF to continue.
5. Check the file
Open the downloaded PDF and check the number, customer, dates, lines, and total before forwarding it. Downloading or copying a link does not record payment.