How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway"
To get started: Click on the More Actions button of the individual invoice record or select multiple invoices and on the bottom right select "Multi Select Options"

Send as Attachment
Select "Send as Attachment" or "Send as Attachment w/ Link." This will attach the invoices to a new email message.
Sending with the link will provide the client with a secure payment link similar to Caseway.

The Payment Link will not require the client to register or log in as they would need to for Caseway.
Share via Caseway
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