> 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 Billable items include the job's saved **Parts, Labor & Items**, even before a visit is completed. Actual quantities from completed visits replace matching planned quantities; items are not counted twice. This works with Inventory on or off. Review prices for one-off items, which start at zero. * 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. You can customize a Draft invoice's line items independently of its linked jobs. If the invoice was not created from a signed quote and its lines differ from the linked jobs' billable items, an optional **Resync** button appears beside **Related Records**. Choose it to preview 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, then choose **Save** to save the updated invoice. 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 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/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 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.