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What Your Customer Sees

What happens when a customer opens the invoice or proposal link you emailed, and how they get a copy

What Your Customer Sees

When you send an invoice or a proposal, your customer gets an email with a link. The link opens that one document in a web page. The customer does not need an account or a password.

Quick Start

  1. Send the invoice or proposal from DrillerDB.
  2. The customer opens the email and clicks the link or button. On an invoice with online payment turned on, the button reads View & Pay Invoice. Without online payment, it reads View Invoice Online.
  3. The customer reviews the document on the page.
  4. On an invoice, the customer pays. On a proposal, the customer signs and approves, or asks for changes.

Step-by-Step: Send a document and see what happened

  1. Send the invoice or proposal from DrillerDB.
  2. The customer opens the link in the email.
  3. On an invoice, open the invoice and check the Email Activity card. It shows how many times the invoice was sent, and for each recipient when it was sent, opened and clicked.
  4. If nothing happens, see "If the customer cannot open the link" below.

On an invoice

The invoice page shows the invoice details and its status. The customer can:

  • Pay online by card or bank transfer. See Invoice Payments.
  • Click Print to print the invoice, or to save it as a PDF from the print dialog.
  • After the invoice is paid, click Receipt beside Print at the top of the invoice for a printable receipt file. The payment confirmation page has a Download Receipt button too.

On a proposal

The proposal page shows the scope, pricing and terms. The customer can approve it, ask for changes, or decline it, and can click Print. See Proposal Approval.

Getting a PDF copy

The invoice and proposal pages have Print, not a PDF download button. A customer who wants a PDF clicks Print and chooses Save as PDF in the print dialog.

To send the PDF with the email itself, leave Attach invoice PDF to the email ticked in the Send Invoice dialog. See Sending Invoices.

Well logs, lab reports and photos

The customer portal does not publish project documents. There is no setting that makes a well log, lab report or photo appear for a customer. To give a customer one of these, send it to them yourself, for example as an email attachment.

How long the link works

A link in an email or text that DrillerDB sends opens the document for 90 days. Two things can look like an expiry before then:

  • The page closes after a while. For security, an open page stays signed in for about 12 hours. After that the customer sees "Open the link in your email again". The link in the email still works: they open it again to see the document.
  • You voided the document. The customer sees "This invoice was withdrawn" (or "This proposal was withdrawn") with your company name, and can no longer view or pay it.

If the customer cannot open the link

  • Ask them to check their spam or junk folder for the email.
  • Check the email address on the contact, and see When a Customer Did Not Get Your Email.
  • If the page says "This link has expired", the link is more than 90 days old. The customer clicks Request a new link. That sends a bell notification and an email to your office, once a day per document, and tells the customer you were told. Send the invoice or proposal again to give them a working link.
  • If the page says "This link is not valid or has expired", ask them to use the link in the most recent email from your company, or email support@drillerdb.com with the invoice or proposal number.

Stop an old link from working

To shut off every link DrillerDB has emailed or texted for one document, choose Reset Customer Links:

  • On an invoice, open the invoice's actions and choose Reset Customer Links. It is not offered on a void invoice.
  • On a proposal, use the row's menu in the project's sent documents list.

Confirm Reset links. Customers who open an old link then see "This link has expired" and can ask you for a new one. A link sent before the late-October 2026 link update, or from the mobile app, may keep opening until old links are switched off. Send the document again to give your customer a new link.

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