Anyone with the invoice link can pass it along, so you can route an invoice to your accounts payable team or an approver without involving the sender. You do this from the shared invoice page.
Step 1: Open the invoice link
Click the link the sender shared. The invoice opens in your browser.
Step 2: Open the forward panel
Scroll below the invoice and click the Forward this invoice section to expand it. For a quote, it reads Forward this quote.
Step 3: Enter the recipient
In the Their email field, type the email address of the person you want to forward it to, for example your AP team.
Step 4: Add an optional note
Use the Note (optional) field to add a short message, such as "forwarding this your way for approval."
Step 5: Send it
Click Forward. The person you entered gets a copy of the invoice by email, and the sender is notified that it was forwarded.