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Saturday, June 20, 2026

Zoho Billing - Secure Public Links for Transactions

Zoho Billing now lets you add an identity verification step to the public links you share for invoices and quotes. Recipients must confirm the email or mobile number registered in Zoho Billing before seeing full details, so forwarded links no longer expose your pricing or customer information.

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Zoho Billing now offers Secure Public Links, which add an identity verification step to the public links you share for invoices and quotes, so only the intended recipient can view the full details.

  • When Secure Public Links is enabled, anyone opening a public link must verify their identity using the email address or mobile number registered in Zoho Billing before they can view the full document.
  • Recipients who are not verified, for example someone the link was forwarded to, see only the limited actions you allow.
  • Pricing, customer information, and payment terms stay visible only to verified recipients, so forwarded links no longer expose your data.
  • Your teams can keep sharing links by email, SMS, or WhatsApp as before, with the verification step applied automatically.
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