Invoices (Advanced): Link to Jobs & Set Up Automove

Linking invoices to jobs helps make them immediately available in your workflow when needed. Plus, you’ll also be able to make jobs automatically move to the next stage in a pipeline when a client pays an invoice.

Invoices can be linked to jobs by a firm owner, Admin, or any employee who has been given access rights to
manage invoices. They are linked either manually or by adding automation. While adding invoices to a pipeline using automation involves a change in the pipeline template, manual linking allows you to track all invoices within a pipeline without modifying the template.

Linking invoices to jobs helps make them immediately available in your workflow when needed. Plus, you’ll also be able to make jobs automatically move to the next stage in a pipeline when a client pays an invoice.

Invoices can be linked to jobs by a firm owner, Admin, or any employee who has been given access rights to
manage invoices. They are linked either manually or by adding automation. While adding invoices to a pipeline using automation involves a change in the pipeline template, manual linking allows you to track all invoices within a pipeline without modifying the template.