Invoices can only be linked at the moment you create a new contract. Doing this ensures your payment terms and billing details stay tied to the correct client and project right from the 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 enjoy a seamless signing and payment experience
🕒 When Can I Link an Invoice?
After completing 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.
How to Link an Invoice
Select the contract you want to generate an invoice for
A pop‑up will appear
Click Create Invoice to proceed
📝 Note: This creates a new invoice that is automatically linked to the contract.
📌 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 maintains accurate records and ensures everything stays properly synced.
📝 Best Practice: If you know a contract will require an invoice, create and link the invoice while setting up the contract. This keeps your documents streamlined and organized.
📩 Need Help?
Have additional questions about contracts or invoices? Chat with us anytime or email [email protected].