How Do I Share Invoices With My Clients Through Zola Suite?

There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway"

Go to "Invoice & Payments" tab in the Accounting section
Click on the More Actions button of the individual invoice record or select multiple invoices and on the bottom right select "Multi Select Options"

Select "Send as Attachment". This will attach the invoices to a new email message.

NOTE: The Payment Link will not require the client to register or log in as they would need to for Caseway.

Select Share via Caseway. This will bring you to the Caseway share wizard, where you can share the invoice with a client through Zola Suite's Client Portal, Caseway.
Start typing the person's name and select them from the drop-down list. If the person's name is not there add them as a contact in Zola Suite. Then Click "Next."
If the contact has a phone number and email, it will automatically be pulled in. If not, you can enter them in manually before sharing.
Click "Share".

If the person is new to Caseway and does not have a Caseway account yet they will get an invitation
If the person already has a Caseway account they will get a notification that an invoice has been shared with them