Share a public invoice or quote link

Every invoice and quote in Service Buddy has a public preview link you can share with your client. They click the link, see a clean view of the document in their browser, and (if online payments are enabled) pay right from that page — no account, no login.

Send an invoice or quote by email

1. Open the invoice or quote.
2. Click Notify Client.
3. Select Send as email from the dropdown.
4. The email dialog opens with the client’s email pre-filled in the To field.
5. Review or edit the Subject and email body.
6. Optionally attach files.
7. Click Send.

Get the public link to share manually

If you’d rather send the link through another channel (text, WhatsApp, etc.):

1. Open the invoice or quote.
2. Click More Actions in the top-right → Preview As Client.
3. The public preview page opens in a new tab. Copy the URL from the address bar and share it with your client.

What clients see

• Your company branding at the top
• The invoice or quote details
• A Pay Now option if online payments are enabled
• A Download PDF option

Clients can view and pay without signing up for anything.

Tip

Every time you send an invoice link, it always points to the latest version of the document — so clients see the current state, not an old snapshot.

FAQ

Do clients need an account to open the link?

No — the public link works without a login. Anyone who has the URL can view, download a PDF, and (if BuddyPay is set up) pay through the page.

Is the link safe to share via text or messaging app?

Yes — links are unique per invoice or quote, generated by Service Buddy, and unlikely to be guessed. That said, anyone with the URL can view the document, so don’t share it where you don’t want it seen (a public Slack channel, for example).

Can I send the same invoice link to more than one person?

Yes — the link works for any number of viewers. If you want multiple people to receive the email automatically, add them as Additional Contacts on the client record.

What if I update the invoice after sending the link?

The link always points to the current version. If you edit the line items or pricing after sharing, the client sees the updated version next time they open the link. There’s no stale snapshot to worry about.

Can I disable a link or revoke access?

Not directly — links don’t have an explicit “revoke” toggle. If you need to invalidate access (for example, the invoice was sent in error), delete or void the underlying invoice or quote. The link will then return a “not found” page.

How is this different from generating a payment link?

A public link shows the full invoice and includes a Pay Now button. A payment link is a focused checkout for collecting a specific amount — useful for follow-ups or partial payments where you don’t need the full invoice context shown.