To Share an e-Invoice:
After creating an invoice, choose how to share it:
Send via NuMetric: Click Send Invoice
Manual Share: Click Get Share Link, then Copy and share via email, WhatsApp, SMS, etc.
When sharing via NuMetric:
Click Send
Add or update recipient emails as needed
Click Send to deliver
When sharing manually:
Click Get Share Link
Click Copy and paste into any preferred communication channel
Smart Read & Receipt Tracking:
When the recipient opens the shared link, the read count is updated in real-time within NuMetric.
Once they confirm receipt, the "Read" indicator turns green, signaling successful delivery and acknowledgment.
✅ This feature applies to all shared documents:
e-Invoices
Estimates
Receipts
Purchase Orders
📈 Benefits:
Know instantly if your invoice was seen
Digital confirmation improves accountability
Reduces delays from "missed" or "unseen" invoices
Enhances communication with clients and vendors
Step by Step:
1. When an e-invoice is created in NuMetric,
the user can share it in two ways:
A) Send via NuMetric using the built-in “Send to” option.
B) Copy the e-invoice link and share it manually via email, WhatsApp, SMS, or any preferred channel.
2. Send via NuMetric using the built-in "Send Invoice" option. Click "Send Invoice."
3. Click "Send" the customer email will show, you can change or add more emails
4. Copy the e-invoice link and share it manually via email, WhatsApp, SMS, or any preferred channel. Click "Get share link."
5. Click "Copy"
Here’s an example of a copied link—each time it’s opened, the view count is automatically updated in your NuMetric account.
6. Click here.
7. Smart Read & Receipt Tracking
Every time the recipient opens the e-invoice link, the read count is updated in the e-invoice details within NuMetric.
8. Smart Read & Receipt Tracking
Once the recipient confirms receipt and acceptance, a “Read” button turns green, indicating that the client has officially received and acknowledged the document. Click "Confirm Invoice."
9. Smart Read & Receipt
Tracking Once the recipient confirms receipt and acceptance, a “Read” button turns green.
