Yes — you can link an invoice to a contract while creating a new contract. This allows you to connect your billing details directly to the agreement, keeping everything organized and aligned from the very beginning.
Linking an invoice during contract creation ensures:
Payment terms match the agreement
Billing details stay tied to the correct client and project
Your workflow remains clean and centralized
Clients receive a seamless signing and payment experience
When Can I Link an Invoice?
After the contract setup process, you’ll have the option to create an invoice directly from that contract. This ensures both documents are connected from the start, keeping your agreement and billing fully aligned.
Invoices can be linked after you create a new contract.
To do this:
Choose the contract you want to generate an invoice for and a pop up will appear
Click “Create Invoice” to proceed
Can I Link an Existing Invoice to a Contract?
At this time, existing invoices cannot be linked to new contracts.
If you need an invoice connected to a contract, we recommend creating a new invoice during the contract creation process. This helps maintain accurate records and ensures everything stays properly synced.
📝 If you know a contract will require an invoice, it’s best to create and link the invoice while setting up the contract. Doing so keeps your documents streamlined and organized.
Have additional questions about contracts? Chat us or email at [email protected]