Business administration
Send invoices to the accountant
The accountant feature packages final invoices behind a temporary protected link.
Step by step
As an administrator, open Admin → Accountant.
Review the final invoices awaiting delivery and select the intended set.
Check the accountant’s email and create the PDF, UBL and CSV package through the sharing action.
Send the protected link and check delivery status. Only successful sending marks the included invoices as delivered.
Use history to inspect or resend packages. Resending requires confirmation and creates a new temporary link.
Good to know
- Links last seven days. For an expired link, create or resend a package through history.
- Only share the package link with its intended recipient. Failed attempts remain available for retry.