What your client sees when they open a document

When you send a document, your client gets an email with a link. Opening it shows a tidy web page of your quote or invoice — in your chosen layout and brand colour — that works on a phone or a computer. They do not need a JobFlo account.

On a quote

• They can read the full quote and download it as a PDF.
• They can sign to accept it, or decline it.
• You get notified when they open it and when they respond.

On an invoice

• They see the amount due and can download the PDF.
• If you have card payments switched on, they can pay by card there and then.
• Your bank transfer details, and any cash or cheque options you accept, are shown so they can pay however suits them.

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