Public Invoices and Estimates
Share invoices and estimates with customers.
Public finance pages let customers review invoices, pay balances, download PDFs, review estimates, and complete estimate actions where configured.
Public Invoice Pages
Public invoice pages let customers review the invoice, download the PDF, view attachments, choose an available payment method, and pay the balance when payment is enabled.
The page can show:
- invoice number and status;
- client-facing invoice preview;
- attachments;
- subtotal, discounts, tax, total, amount paid, and amount due;
- issue date and due date;
- bill-to account and contact;
- online payment gateways such as Stripe, PayPal, or Mollie;
- offline payment methods and instructions.
Public Estimate Pages
Public estimate pages let customers review the estimate, download it, view attachments, accept or reject the estimate, and complete required signatures before acceptance when signatures are configured.
The page can show:
- estimate number and status;
- estimate preview;
- total and summary values;
- issue date and expiry date;
- bill-to account and contact;
- attachments;
- signature progress;
- accept and reject actions;
- certificate download after signatures are completed;
- a link to the invoice when an accepted estimate creates one.
Before Sharing An Invoice
Preview the public page and check customer details, totals, payment options, attachments, notes, branding, and PDF download behavior.
Checklist:
- invoice status is ready for the customer;
- customer account and contact are correct;
- line items, discounts, taxes, and total are correct;
- due date is correct;
- online or offline payment methods are enabled as expected;
- offline payment instructions are clear;
- attachments are safe to share;
- PDF download works;
- branding and logo look correct.
Before Sharing An Estimate
Preview the public estimate page and confirm:
- estimate status is ready for the customer;
- expiry date is correct;
- line items, discounts, taxes, and total are correct;
- attachments are safe to share;
- signature requirements are correct;
- accept and reject actions are appropriate;
- PDF download works;
- branding and logo look correct.
Customer Invoice Actions
Invoices can support payments, downloads, and attachment downloads. Estimates can support downloads, attachments, acceptance, rejection, and signature requirements.
For invoices, customers can:
- download the invoice PDF;
- download attachments;
- choose an online payment method;
- enter or confirm payment amount;
- submit an offline payment notice;
- see when payment is received or pending verification.
Offline payment notices do not instantly mark the invoice as paid. They create a pending payment that your team should verify.
Customer Estimate Actions
For estimates, customers can:
- download the estimate PDF;
- download attachments;
- accept the estimate;
- reject the estimate;
- complete signatures when required;
- download a certificate after signing, when available;
- open the resulting invoice when the accepted estimate creates one.
If signatures are required, the accept action can be blocked until all required signatures are collected.
Payment Setup
Public invoice payment methods come from Settings → Finance. If a payment option is missing, check the gateway connection, offline payment methods, and the invoice's payment settings.
Use Stripe, PayPal, or Mollie provider dashboards to confirm account status, test mode, live mode, and failed payment details.
Troubleshooting
If a customer cannot open a public invoice or estimate:
- confirm the link token was copied correctly;
- confirm the document was not deleted or revoked;
- test the link in a private browser window;
- check custom domain DNS if the link uses a branded domain;
- try the built-in workspace URL to separate document issues from DNS issues.
If payment fails:
- confirm the amount due is greater than zero;
- confirm the selected gateway is connected and ready;
- check whether the gateway is in live or test mode;
- ask the customer to try another payment method if one is available;
- review the provider dashboard for declined or incomplete payments.