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Sharing links of invoices and quotes
Sharing links of invoices and quotes

How to share the link of invoices/quotes to clients

Michelle avatar
Written by Michelle
Updated over a year ago

Each invoice and quote created in Rounded has a unique link that can be used to quickly share access to it via email, SMS, messaging apps and social media accounts.

To share the link

1. Create an invoice/quote

To learn more about sending a quote, click this LINK

2. Once the invoice/quote is completed, click Ready to send

3. Go to the Share link tab by clicking Get share link

4. Click Mark invoice as sent and activate link (or Mark quote as sent and activate link)

5. Get the share by clicking the Copy link

OR if the invoice has been sent originally, get the share link by clicking Options, then Get share link

Remember to download the Rounded mobile app!

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