What clients can see

Clients only see the documents you have shared with them, not your private workspace.

1
Shared documents
Quotes, contracts, invoices and receipts appear after you send or publish them to the client.
2
Current status
They see a client-facing status, such as ready to review, awaiting signature, payment due or paid.
3
Actions they can take
Depending on the document, they can accept or decline a quote, sign a contract, view an invoice or pay when card payment is available.
4
What they cannot see
Drafts, your settings, other clients and internal notes stay in your workspace.

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