How do I link an Invoice to a Contract?

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ShootProof Support
  • Updated

Send documents to your clients quickly and easily by linking them together! Your client receives one email and is walked through the flow of reading and signing the contract and then paying their invoice (or the first installment on their invoice).

Documents can only be linked when they share the same Linked Contact and are unsigned (Contracts) and unpaid (Invoices).  At this time, you can link one invoice to one contract.

*Note: If you have a second signer on your contract, only 1 invoice can be linked to the contract. Any additional invoices will need to be sent separately.

 

Link a contract to an invoice when both are already created

  1. Go to Commerce > Invoices > Quick Actions > Link Contract
    (or go  to Studio > Contracts > Quick Actions > Link Invoice)
  2. Select the contract/invoice you’d like to link
  3. Click “Link Contract” or “Link Invoice”
  4. Go to Quick Actions > Email Client to send both documents to the Linked Contact

 

Link a contract to an invoice when the invoice is not yet created

  1. Go to Studio > Contracts > Quick Actions > Link Invoice
  2. Click “Create and Link a New Invoice”
  3. Choose “brand new invoice” or “with a template you’ve saved”
  4. Enter the details of the Invoice (the Linked Contact is already selected)
  5. Click “Save and Link Invoice”
  6. Go to Quick Actions > Email Client to send both documents to the Linked Contact

Link an invoice to a contract when the contract is not yet created

  1. Go to Commerce > Invoices > Quick Actions > Link Contract
  2. Click “Create and Link a New Contract”
  3. Choose the type of contract you’d like to create
  4. Name the contract and edit its details (the Linked Contact is already selected)
  5. Click “Save and Link Contract”
  6. Go to Quick Actions > Email Client to send both documents to the Linked Contact

Unlink a contract and an invoice

  1. Click the Quick Actions for the invoice or contract
  2. Select “Remove Link to Contract/Invoice”
  3. Click “Unlink Contract/Invoice”

When you unlink the two documents, your client will no longer be able to view the contract and invoice together and you will not be able to send one email to the client containing both documents.

*Once a payment has been made on an invoice, you'll no longer see the option to unlink the documents.

 

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