How do I link an invoice to a contract?
Associate an invoice with a contract for spend and renewal tracking. Link invoices to the correct contract so spend, renewals, and reporting stay accurate across the app.
Linking invoices to contracts helps track spend, renewals, and compliance.
- Go to Invoices in the sidebar and open the invoice detail page of the desired invoice.
- Look for Link to contract button.
- Search for the contract by its title and select it.
- Save. The invoice is now linked to that contract.
Once linked, the invoice shows up in both the invoices list and Contract Detail page of the linked contract. 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.
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