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.
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