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How to create public links for existing invoices?

← Billing & Invoice Management FAQ ← PDF and Email FAQ

JustOn can generate public links to the produced PDF files. This allows you to share the documents with any users, including outside your organization, without password protection or any other restrictions. If set up accordingly, JustOn creates the preview or download links when finalizing the invoices.

Now how to create these links subsequently for existing invoices? To this end, you combine the public link creation and JustOn's file redistribution feature – "distributing" the invoice without specifying a file distribution target.

Here is how to proceed:

  1. Enable the public file link generation.

    This involves

    • Globally enabling content distribution, and
    • Creating a preview URL field or, respectively, a download URL field on the Invoice object.

    For details, see Setting Up Public Link Generation.

  2. Enable the file redistribution.

    This involves adding the button Distribute PDF to the Invoices List View or to the Invoice Run Layout. For details, see Enabling PDF Redistribution.

  3. Execute the file redistribution for the relevant invoices.

    Make sure to proceed without specifying a file distribution target.

    For details, see Redistributing Invoice PDF Documents.

This makes JustOn write the public PDF preview or download links to the selected invoice records.

Related information:

Setting Up Public Link Generation
Enabling PDF Redistribution
Redistributing Invoice PDF Documents