How To Link Opportunities with Invoices and Estimates

What is Linking Opportunities with Invoices and Estimates?

Key Benefits of Linking Opportunities with Invoices and Estimates

• Automatically associate every invoice or estimate with the relevant opportunity.
• Get a complete financial history for each deal.
• Reduce manual entry and potential for errors.
• Enable seamless automation using workflows.
• Keep your team aligned with centralized deal and payment visibility.

How to Link Invoices and Estimates from an Opportunity

Quickly link an invoice or estimate while managing an individual deal in the CRM.

1. 1Navigate to Opportunities and open a deal.
2. 2Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.
3. 3You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
4. 4Complete the form and send when ready.

How to Link via the Payments Tab

Use the main Payments area to manually associate invoices and estimates with deals.

1. 1Go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown.
2. 2Click Create Invoice or Create Estimate.
3. 3Select a Contact.
4. 4In the document editor, choose the relevant Opportunity under “Link Opportunity.”

How to Automatically Link via Workflows

Automate the entire process so your invoices and estimates are generated and linked without manual effort.

1. 1Go to Workflows and create a new one or open an existing one.
2. 2Use an Opportunity-based trigger (e.g., stage change or status update).
3. 3Add a Send Invoice or Send Estimate action.
4. 4The system will create, send, and automatically link the document to the opportunity.

Frequently Asked Questions

Q: Can I link multiple invoices or estimates to one opportunity?

Q: What happens if I forget to link an invoice?

You can manually edit the invoice later and link it to the correct opportunity from the Payments tab.

Q: Can I unlink an invoice or estimate from an opportunity?

Currently, unlinking is not supported after the document is finalized. Consider cloning and reassigning it if needed.

Q: Do workflow-linked invoices appear in the Opportunity view?

Yes, any invoice or estimate generated through a workflow and tied to an opportunity will be visible in that Opportunity’s Payments tab. Q: Will the “Find Opportunity” workflow action automatically link the invoice/estimate? A: No. “ Find Opportunity ” only selects an Opportunity for later steps; it doesn’t link invoices/estimates by itself.

• Explore the Workflow Builder to automate more sales actions.
• Use the Reporting feature to monitor revenue by deal.