Sharing invoices and bills with clients or vendors is a simple and efficient process in WP Ever Accounting. Following the steps outlined below, you can quickly generate a shareable link for any invoice or bill and send it directly to the relevant party.

Steps to Share an Invoice or Bill

Navigate to the Sales or Purchase Menu:

• For invoices, go to Sales > Invoice List.
• For bills, go to Purchase > Bills List.

Select the Invoice or Bill:

From the Invoice List or Bills List, find the invoice or bill you wish to share.

Click on the invoice or bill to view its details.

Click the Share Button:

• Once the invoice or bill is open, look to the right-hand side of the screen under the Actions tab.
• You will find a Share button. Click on it to open the share options.

• Copy the Shareable Link:
  After clicking Share, a pop-up will appear with the Copy Invoice/Bill Link option.
  Click on Copy Invoice/Bill Link to copy the link to your clipboard.
• Open the Invoice/Bill in a New Tab:
  Alternatively, you can click the OK button in the pop-up.
  The invoice or bill will open in a new tab, allowing you to view or share it with others directly.

How the Shareable Link Works

• The shareable link allows you to share the invoice or bill with others.
• Anyone with the link can view the invoice or bill directly without logging into the WP Ever Accounting dashboard.