Invoices can be shared online electronically with customers, this avoids the need to send the invoice by email to a customer.
The customer is given a login to ZotaBooks and is only able to see their invoices through a bespoke portal, no other part of the ZotaBooks application or data is available to the customer.
The customer logs into ZotaBooks using the standard login screen.
Enable Online Invoice Sharing for a Customer
Each customer needs online invoice sharing enabling for the functionality to be used, if a customer does not have online invoice sharing enables then the invoice can only be sent by email.
Share an Invoice with a Customer or Revoke Sharing of an Invoice with a Customer
If a customer has invoiced sharing enabled then an individual invoice can be shared, a shared invoice can be revoked from sharing (this stops a customer viewing the invoice).
Shared Invoice – Customer Feedback
A customer can view and comment on individual lines in an invoice which has been shared with them online.