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

1. Click Lists → Invoices → Invoice Settings.
2. 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. 

1. Click Lists → Invoices.
2. Open the invoice for which you wish to generate a secret URL.
3. Click Issue Invoice. Note: You must perform this step before you can access the Secret URL. 
4. Click Actions → Secret URL.
5. Check the box for Enable invoice secret URL.
6. The link to the invoice will display; you will copy this and share it with the client.
7. 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.