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
Once an invoice is fully paid, it becomes finalized in the system. This ensures:
Accurate accounting
Secure financial records
Clear client payment history
Because of this, paid invoices cannot be merged, linked, or reassigned to new invoices.
✅ A Helpful Workaround
You can still show previously paid amounts in a new itemized invoice by following these steps:
Download the receipt for the previously paid invoice
Upload the receipt as an attachment when creating the new itemized invoice
Add any remaining payments or new items as needed.
This approach allows you to:
Clearly show prior payments alongside new charges
Keep 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, consolidated view of every transaction.
📌 Tips for a Smooth Process
Name 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
📩 Need Help?
Still have questions about invoices or want guidance on the best workflow? Chat with us or email [email protected] — we’re happy to assist.