Creating Public Link to Invoice PDF

← Distributing Invoices

In Salesforce Lightning, you can manually create a public link to the invoice PDF on the Files tab.

1. Open the Files tab.

2. In the row of the invoice PDF you want to share, open the actions menu and select Public Link.

   Files that have been uploaded to cloud storage services are not longer available on the Files tab.

3. In the Public Link Sharing dialog box, click Create Link.

   You can then copy the link and email it to any recipient using your standard email app.

Info

You can have JustOn create public file links automatically. For details, see Setting Up Public Link Generation.