How your client views and pays their invoice online

When you send an invoice by email or by link, your client opens it in a secure web page — no account, no install. They review every detail — line items, taxes, amount due — and download the PDF. Once they’ve paid, you record the payment in InnoBooks. Here’s how it looks from the client’s side.

Invoice viewed online by the client in InnoBooks — What your client sees: the invoice detail, taxes, amount due and the Download button.

What you’ll need

An invoice created and saved in InnoBooks.
The client’s email address (to email it) or a link to send them.

Steps

Send the invoice to the client
On the invoice detail page, click Send Email to send it to the client’s address, or Share by link to get a secure link (the Copy to Clipboard button) to send however you like.
The client opens the link
The client clicks the link: a page appears with the InnoBooks logo, the word Invoice followed by the number, and the status. The page displays in French or English depending on their browser language.
The client reviews the details
The invoice shows your business details, the Billed to block, the Invoice Number, the Date of Issue and the Due Date. Line items appear with their Rate, Quantity and Tax, followed by the Subtotal, taxes and the Amount Due, shown in your company’s currency (usually CAD).
The client downloads the invoice
At the top right, the Download button generates the invoice PDF, which the client can keep or pass to their bookkeeping.
The client pays, then you record the payment
The client pays you by the method you accept (cash, transfer or card, per your arrangement). On your side, open the invoice and record the payment received to keep the balance current — see Record a payment on an invoice.

Tips & edge cases

The link works without an account: the client needs nothing to create or install to view their invoice.
Language: add ?lang=fr or ?lang=en to the end of the link to force the language; otherwise the browser’s language is used.
No email address for this client? Send Email shows an error: use Share by link instead.
The same kind of link also shares an estimate: the page then shows Estimate instead of Invoice.
The public page is set to “noindex”: it isn’t listed by search engines.

Frequently asked questions

Can my client pay by card directly from the link?

The online page is for viewing and downloading the invoice; it has no card-payment button. The client pays by the method you agreed on, then you record the payment received in InnoBooks via Add Payment.

Does my client need an account to view the invoice?

No. The secure link opens the invoice directly, with no sign-up or install.

Which language does the invoice display in?

French or English, based on the client’s browser language. You can force it by adding ?lang=fr or ?lang=en to the end of the link.

How do I resend the link to my client?

On the detail page, click Share by link, then Copy to Clipboard, and paste the link into your email or message.