Invoice Links
Share a priced invoice as a link. Whoever opens it fills in their details and a real invoice is created for them — no login, no account setup.
An invoice link is an invoice without a fixed customer. You set the lines, the terms and the date once, then share the link. When someone opens it they see the priced document, enter their name, email, phone and address, and Trabalance creates a customer record and a real invoice for them. Use it for a standard offer you sell to many people — a course, a subscription, an event, a membership.
Creating an Invoice Link
Navigate to: Sales → Invoice links → New
Subject, Date, Payment Terms, and optionally PO Number, Tags, Project, Center/Location, Note and Attachments — the same fields as an invoice, minus the customer.
The same items table as an invoice: Item, Qty, Rate, Discount, Tax, Amount.
The link is created with its own number (ILK-000001 format) and appears in the Invoice links list with its Subject, Status and Total.
Sharing the Link
From the invoice link's page, More → Share:
| Action | How | Notes |
|---|---|---|
| Copy Link | Click Copy Link in the Share dialog | The public address of the link. Paste it into any channel — email, WhatsApp, a web page. |
| Click WhatsApp | Opens WhatsApp with a pre-written message containing the link. | |
| Send Email | Fill in To, optional CC, Subject and Message and click Send Email | The PDF is attached and the link is in the message. |
There is no password and no allow-list. Anyone who has the link can open it and request an invoice, so share it only where you would share an order form. The link stays active until you void it.
What the Recipient Sees
Your business name and logo, the subject, the line items, quantities, prices, tax and total, and the payment terms.
A short form: full name, email, phone number and address.
Trabalance creates (or reuses) a customer record with those details and creates an invoice from the link's lines, dated today with the link's terms.
After an Invoice Is Created
The new invoice appears under Sales → Invoices like any other, linked to its customer. Collect it as usual: share it, record the receipt when the money arrives, and let cash application match it. Payment is not taken on the link page itself.
| Property | Details |
|---|---|
| Scope | A link exposes one priced offer. It does not expose other documents, customer records, or any part of your Trabalance account. |
| Expiry | Links do not expire. Void the invoice link to stop new invoices being created from it. |
| Reuse | The same link can create any number of invoices — one per person who submits it. |
Related
- The ordinary invoice this creates: Invoices.
- Sharing a document you already raised: Sharing and reminders.
- A standing signed-in view for the customer instead: Credit limits and portal.