I’m emailing an invoice PDF and I want to add a simple security step before sending it.

Add a simple security step before emailing an invoice PDF to help protect sensitive billing information. This feature helps ensure the right recipient can access the document while reducing the risk of accidental exposure during delivery.

This feature adds a lightweight security step when you are about to email an invoice PDF. Its purpose is to protect sensitive invoice details, such as customer information, line items, totals, and payment terms, from unintended viewers. Before sending, you can enable the security step as part of the email workflow so the PDF is not shared without an extra layer of control. The experience is designed to be quick, requiring minimal effort while still improving privacy. It is especially useful when invoices are sent to shared inboxes, forwarded internally, or handled by multiple people. By adding this step, you reduce the likelihood of data leakage caused by misaddressed emails or accidental forwarding. It also supports common compliance and confidentiality expectations for financial documents without making the process complicated. The feature is intended for routine billing operations where convenience matters, but document access should not be completely open. Typical use cases include sending invoices to new customers, high-value invoices, invoices containing personal data, or invoices sent to accounts payable teams with shared access.