How do I link an invoice to a contract?

Linking invoices to contracts helps track spend, renewals, and compliance. You can link from the invoice side or from the contract.

From the invoice

1. Go to Invoices in the sidebar and open the invoice detail page.
2. Look for Link to contract or Associate contract.
3. Search for the contract (by title, party, or ID) and select it.
4. Save. The invoice is now linked to that contract.

From the contract

1. Open the contract detail page and go to the Invoices tab.
2. Click Link invoice (or similar).
3. Search for the invoice (e.g. by vendor, number, or date) and select it.
4. Save. The invoice appears in the contract's Invoices tab.

Once linked, the invoice shows up in both places. You can unlink from either the invoice or the contract if the link was made in error. You need View invoices (and often edit) permission to create or remove links.