One private link to view, download and pay.
Every invoice you send from ReckonOS comes with a private link. Your client opens it without an account, sees the invoice in your template with your logo, downloads the PDF, and pays through any gateway you have connected or by bank transfer. When they pay, the invoice updates on your side.
What your client sees
Your invoice, as designed
The same template, logo and colours as the PDF, with the amount due and the due date at the top.
The PDF, one click away
A download for their accounts team, in the same layout they see on screen.
Ways to pay
Your connected gateways in the order you chose, plus your bank details for a transfer.
What you see
The invoice records when the client first opened the link, and moves to paid or partly paid when the gateway confirms the payment. The payment flows into the project’s margin and your tax reserve straight away, so gateway payments need no matching up by hand. Bank transfers you record yourself.
Portal questions
Does my client need an account?
No. Each invoice has its own private link. Your client opens it, sees the invoice and pays without signing up for anything.
Who can see an invoice link?
Anyone who has the link, so treat it like the invoice itself. It is a unique token, not your invoice number. Draft and voided invoices are never shown, and a link only ever shows its own invoice.
Where does the money go?
Into your own gateway account. The portal lists the gateways you have connected, in the order you set, and bank transfer details if you added them.
More of ReckonOS
Send an invoice your client can pay in one visit.
Set up your workspace, add your logo and send an invoice in your own template. Every feature is open during the trial.
$7 today for 7 days of full access. On day 7 Pro starts at $99 a month (or $948 a year) unless you cancel first. Cancel any time from Settings > Billing. VAT or sales tax may be added at checkout.