Share & Collect Payment
Once you’ve created an invoice, open it and click Share invoice (bottom-right of the invoice page). You can send it, share it, or collect payment — all from one place.
Email the invoice
Click Email invoice (PDF). Clorvia generates a polished PDF of the invoice and emails it to your customer with the invoice attached. If you’ve set up your own email/SMTP, it’s sent from your mailbox; otherwise it’s sent on your behalf.
The recipient defaults to the customer’s email on the invoice — you can type a different address before sending.
Share on WhatsApp
Click Share on WhatsApp. Your device’s WhatsApp opens with a ready-to-send message — a greeting, the invoice amount and balance, and a link — addressed to the customer’s number if it’s on file. Just pick the chat and hit send.
Share view-only
Click Share (view-only) to get a public link your customer can open to view the invoice and download the PDF — no payment, no login. Copy the link and send it however you like.
Collect payment online
Click Payment link to get a secure link that takes your customer straight to a payment page. When they pay:
- the invoice is marked paid automatically, and
- a payment-received email with the invoice PDF goes to your customer.
To collect payments, connect your payment account once under Settings → Payments. Until then, the payment link shows the invoice view.
What your customer sees
- Email — a branded email with the invoice PDF attached and a button to view or pay.
- WhatsApp — your message with a tap-through link.
- Payment link — a secure hosted payment page; on success they get a receipt.
- View link — a clean invoice page with a Download PDF option.