> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md). # Link quotes and invoices to a job You can associate existing quotes and invoices with a job so they are easy to find together. On the job page, open the Invoices tab or the Quotes tab, then use the menu on that tab and choose Link Invoices or Link Quotes. A dialog opens with a searchable list of the quotes or invoices from the same property that are not already linked to this job, each showing its number, status, amount, and date. Select one or more, then click Link to attach them. From a quote or invoice, open the Related Records panel — its trigger is labeled with the link count, such as **1 Linked Job**, not the words "Related Records" — and click the job number to open its Job page in a new tab. Once linked, they appear in the tab's list and the job's list row shows that an invoice is linked. The Invoices and Quotes tabs only appear if you have permission to view invoices or quotes, and the Link options only appear if you also have permission to edit them, so if you don't see these tabs or menus, your role may not include that access. If you need to link quotes or invoices to jobs, contact your business's administrator to review your role. Only items belonging to the job's property can be linked, and if there are none to link the dialog tells you so. Linking simply connects existing records to the job; it does not create a new quote or invoice. > **Where to find it:** Open a job from Scheduling > Jobs; use the Quotes or Invoices tab, then the menu on that tab to Link Quotes or Link Invoices ## Related guides * [Clock in and clock out records on a job](/customers-and-work/jobs/clock-in-and-clock-out-records-on-a-job.md) * [Job inventory: reserved vs used parts, transfers, and shortages](/customers-and-work/jobs/job-inventory-reserved-vs-used-parts-transfers-and-shortages.md) * [Recurring service completions on a job](/customers-and-work/jobs/recurring-service-completions-on-a-job.md) * [The job detail page: what it shows](/customers-and-work/jobs/the-job-detail-page-what-it-shows.md) * [What is a job, and how does the Jobs list work?](/customers-and-work/jobs/what-is-a-job-and-how-does-the-jobs-list-work.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.