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Can I generate an invoice link without sending it to the client?

Written by Taylor Morgan
Updated over 10 months ago

When creating an invoice in Venn, you can preview the invoice and copy the link without emailing it right away. Here’s how:

Step 1: Go to Venn "Create Invoice"

Step 2: Only if required, select "Add new customer". Otherwise, select from existing customer you have created for invoices

Step 3: Enter the invoice details, set a due date and select the recurring period to be either "One time", "Weekly", "Bi-Weekly", "Monthly" or "Quarterly".

Step 4: Only if required, you may preview the invoice by opening the "Preview invoice" URL link on a separate tab

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