Client self-fill

Every invoice has a private purchaser link. It opens a short form where your client enters their name, company, address, and email. Those details then appear in the Bill to section of the invoice.

This is handy when a client needs an invoice made out to their company, or when you don't have their details. Invoices you create by hand have no field for client details, so self-fill is how they get added.

1. Open the invoice
2. In the Share with purchaser box, click Copy next to the link (it looks like biller.ca/i/abc123)
3. Paste it into a text, chat, or email to your client

This is a different link from the invoice itself (biller.ca/inv/...). The Send to button in the same box emails your client the invoice link, not the purchaser link. To ask for their details, copy the purchaser link and send it yourself.

Your client opens the link and sees Complete your invoice details, with these fields:

• Your name (required)
• Company name (optional)
• Address (optional)
• Email (optional)

They click Submit details and are taken to the finished invoice.

• On the invoice page, Purchaser info changes from Pending to Completed.
• Their details appear on the invoice link and in the PDF.
• If they entered an email and the invoice didn't have one, a Send to button appears so you can email the invoice.

The details are saved on that one invoice only. They aren't copied to your client list or to future invoices, and Biller doesn't notify you when a client submits, so check the invoice page.