A quick share icon can now be located in your invoices and quotes lists. Selecting this icon will bring out a drawer that provides a number of ways for you to share or send the invoice / quote to your contacts. And with PayNow, the invoice can be paid anywhere anytime. Similarly, with QuoteAccept, Quotes can be approved or declined by the customer wherever they are.
Go to CRM > Invoices, or CRM > Quotes, and the icon will be located at the end of the invoice / quote row.
Selecting the icon will cause a drawer to slide out from the right side of the screen. In there you will have a number of options to select from in order to share / send the invoice out.
Send via Email / SMS:
The first option allows you to directly send an email or SMS to the nominated contact's details. You can send it to different or additional recipients, by selecting a different contact, connected to the billing account, from the top dropdown. Or you can enter an extra email address after the first one, divided by a comma.
The template used for the Invoice Email and SMS are the default ones that can be found in your Account's Invoice settings.
Share Link:
Much like the Send Email / SMS option, you are provided a link to the invoice, which you can easily copy to a clipboard by selecting Copy Link. You can then share this link in whatever manner you wish (via an instant messenger, for example).
Scan QR:
This option is very useful if you or your employees are out in the field. If your customer has a mobile device that can scan QR codes, then they can simply scan this and be directed automatically to their invoice to view and / or pay.