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Sales & invoicing · 4 steps

View, download and share an invoice

Open any invoice to check its details, download the PDF, email it or share a link the customer can view and pay from.

1Open the invoice

Click an invoice in Sales & Invoicing → Invoices. You'll see who it's Billed to, the line items with the GST split, payments received and any credit notes.

Scalar360 screen: Open the invoice
Numbered outlines show what to click, in order.

2Download, email or share

The buttons at the top let you Download PDF, Email invoice to the customer, or Share a link. Hover over a button to see its name.

Scalar360 screen: Download, email or share
Numbered outlines show what to click, in order.

3Email the invoice

Email invoice opens a ready-made message. Check To, Subject and Message, then choose Send email. The invoice PDF is attached automatically, and you can use Add files from Drive to attach more.

Scalar360 screen: Email the invoice
Numbered outlines show what to click, in order.

4Share a link

Share gives you the invoice link to send any way you like — Copy link and paste it into WhatsApp or a chat, or use Email to open your own mail app. The customer can view and pay from the link.

Scalar360 screen: Share a link
Numbered outlines show what to click, in order.
Record a payment against an invoiceMark money you've received against an invoice, in full or in part, so the balance and your books stay up to date.Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Still stuck? Contact our support team — or start a free trial to try this in your own company.