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

Michael Tan avatar
Written by Michael Tan
Updated over 2 weeks 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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