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Invoice Distribution

Channels and methods for delivering invoices to customers

Invoice distribution covers all the ways invoices can be delivered to customers after finalization – email delivery, electronic invoice networks, file storage, and archiving. Distribution can be automatic or manual, and multiple channels can be used simultaneously for the same invoice.

For sending invoices through e-invoice networks (Peppol, Avalara ELR), see E-Invoices.

Invoice Distribution

Setting Up File Distribution
Defining Custom File Name Scheme
Configuring PDF Download Names
Storing Files in Salesforce Libraries and Folders
Linking Files With Account
Enabling PDF Redistribution
Setting Up Public Link Generation

Distributing Invoices
Downloading Invoice PDF Documents
Creating Public Link to Invoice PDF

Solutions and Use Cases
FAQ

How to create public links for existing invoices?
How to share files with my community?
How to share files with non-owners or unlicensed users?