Topic
Invoices and other documents in Tradify can be unattached from the job that they are linked to.
Note: Invoices cannot be unattached if they are created from a quote which is also linked with the job, as this ties both documents to the job. In this case, you would need to delete the invoice, unattach the quote from the job and then attach the quote to another job, before re-creating the Invoice.
Instructions
- Navigate to the job the invoice is linked to.
- Select the Invoices Tab.
- Select the invoice you want to detach from the job.
- Select Options.
- Select Unattach from Job.
Note: Once Unattached from the job, you can then attach this invoice to a new Job by selecting Options > Attach to Job.
Additional Information
For more information on unattaching documents, see here: Detach a Bill from a Job
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