Invoices: Link opportunities and view them in the Payments tab

Modified on Tue, 1 Jul at 5:49 AM

What’s New?

Seamless Auto-Linking: 
Every invoice you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—so you always know which deal it belongs to.

On-Screen Linking Option in Payments: 
In the Payments tab, switch to Invoices and hit Create invoice. Simply check Link Opportunity and select the deal before sending.

Fully Automated via Workflows
: Drop a Send Invoice action into any Opportunity-triggered workflow (e.g. Status or Stage change). The system will create, send, and link the invoice to that Opportunity automatically.

How to Use

Via Opportunities

Open an Opportunity → select Payments → Actions menu → Create invoice

You’ll land on the invoice screen with the Opportunity already linked.

Via Invoices

Inside the Payments tab, choose Invoices from the dropdown → Create invoice.

In the invoice builder, check Link Opportunity, pick the deal, then Save or Send.

Via Workflows

Build a workflow triggered by an Opportunity event (e.g. Status Changed, Stage Changed).
Add the Send Invoice action.
When the workflow runs, the invoice is created, sent, and linked—no extra steps needed.

View your invoices in the Opportunity’s Payments tab.

Why We Built It

To streamline billing right alongside your deals—so you can issue, view, and track all your invoices using opportunities