Invoice Expiration Settings
When you send an invoice to a client via email, it will automatically expire after a given time period. Adjust the default settings to change how long invoices will remain active.
Change the Default Invoice Access/Expiration Settings
- Click Lists → Invoices → Invoice Settings.
- Select the Security tab to view the default settings for invoice access and expiration.
- Email Access Method: This allows you to send a secret link only, requiring an access code for added security.
- Secret Link Expiration: This controls for how long the secret invoice URL will be accessible. The link will expire once the duration set has passed.
- Disable secret link once invoice is paid (or closed): This will disable the secret link once the invoice has been paid or closed.
Adjust the Expiry Date for a Single Invoice
You can change the expiry date of the secret invoice URL on a per-invoice basis.
- Click Lists → Invoices.
- Open the invoice for which you wish to generate a secret URL.
- Click Issue Invoice. Note: You must perform this step before you can access the Secret URL.
- Click Actions → Secret URL.
- Check the box for Enable invoice secret URL.
- The link to the invoice will display; you will copy this and share it with the client.
- Click show advanced options; a box will display that allows you to set the expiry date.
Note: Sending an invoice reminder to a client will extend the expiration date.