Send and track
How to send an invoice as a tracked link
A tracked link opens your invoice on its own page and lets your dashboard show when it was opened. You send the link yourself, by whatever route you already use.
- Applies to: Invoice generator, dashboard
- Steps: 5
- Updated 4 November 2026
- A free account
- Your client’s email
- At least one line
Steps
- Build the invoice and put your client’s email in the Bill to section. A tracked link needs somewhere to go, and the page asks for the email if it is empty. Add at least one line as well.
- Select Review & Export, then Send and track. If you are signed out the tile reads “Sign in to send and track”. Sign in or sign up and your document comes back as you left it.
- The page shows “Link ready. Nothing has been emailed from here yet.” Select Copy link.
- Send the link to your client by email, text or WhatsApp.
- Select Open the dashboard to follow what happens next.
“Link ready. Nothing has been emailed from here yet.” and a Copy link button.
Sending from the dashboard
Open Dashboard, then Invoices. A draft has Send and a sent invoice has Resend. The box that opens has a To field, a message and five buttons: Email app, Gmail, Outlook, WhatsApp and Copy link. The text {link} in the message becomes the tracked link. Copy link says “Link copied and marked as sent. Nothing was emailed.”
What it costs
The first four documents you send as a tracked link are free with an account. Pro and Business have no tracked link limit. Building and downloading stay free with no account.
Common problems
Send and track will not go.
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