> 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/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md). # Link a job to an invoice and pull in billable items Use **Related Records** beside an invoice's title to connect the invoice to one or more jobs at the same property. > **Where to find it:** Open an invoice > Related Records > Jobs The job picker shows each job's number, completion state, most recent visit date, and whether it is linked to another invoice. After you add a job, its card lists its work orders and billable items. Select the jobs you want and choose **Done** to save the linked set. Existing related records remain viewable without invoice-edit access, but changing the linked jobs requires permission to edit invoices. ## What linking changes * On a Draft invoice that was not created from a signed quote, linking a job pulls that job's billable items into the invoice. * On a finalized invoice, linking records the association but does not change the invoice's existing line items. * Unlinking a job never removes line items that were previously pulled from it. If a Draft invoice that was not created from a signed quote has lines that no longer match its linked jobs, **Resync** shows a preview of the replacement lines. Confirming Resync replaces every invoice line with the linked jobs' current billable items, including lines you added or edited manually. Review the preview carefully before continuing. An invoice created from a signed quote keeps the quote's copied items; linking another job only records the relationship, and **Resync** is not available. ## Related guides * [Create an invoice from a job](/revenue/invoices/create-an-invoice-from-a-job.md) * [Link quotes and invoices to a job](/customers-and-work/jobs/link-quotes-and-invoices-to-a-job.md) * [Link a job to a quote and pull in billable items](/revenue/quotes/link-a-job-to-a-quote-and-pull-in-billable-items.md) * [Why can't I edit an invoice?](/revenue/invoices/why-cant-i-edit-an-invoice.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 dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.