If your client has already made partial or full payments on earlier invoices, you might want to reflect those payments in a new itemized invoice. While it's currently not allowed to link paid invoices, there’s a simple way to keep everything organized and easy to track.
Why Paid Invoices Cannot Be Linked To A New Invoice
Once an invoice is fully paid, it is finalized in the system to ensure accurate accounting and secure financial records. This helps keep your transactions accurate and your clients’ accounts in order.
A Helpful Workaround
You can still include previously paid amounts in a new itemized invoice by following these steps:
Download the receipt for the previously paid invoice.
When creating the new itemized invoice, upload the downloaded receipt as an attachment.
Add any remaining payments or new items as needed.
This approach lets you:
Clearly show prior payments alongside new charges
Keep your records organized and transparent
Make it easier for both you and your clients to track payments
💡 Tip: Even though linking isn’t automatic, this method ensures all payments are easy to track, giving you and your clients a clear, organized view of every transaction.
Tips for a Smooth Process
Name your attachments clearly to indicate which previous payments are included.
Use the itemized invoice to show the full payment plan, so clients can see both past and upcoming payments.
Still have questions about invoices? Chat us or reach out via [email protected].