Instructions
- Navigate to the Invoices Page.
- Search for and select the invoice you would like to attach to a job.
- Select Options.
- Select Attach to Job.
- Search for the job you need to link the invoice to.
- Select Okay.
Note: Attaching an existing invoice to a job is only available in Tradify web (on a computer or in a mobile browser), not in the Tradify mobile app. To create a new invoice linked to a job in the app, open the job and create the invoice from there.
The Attach to Job option only appears for invoices not already linked to a job. If the invoice is linked to another job, detach it first (see Can I Detach an Invoice from a Job?).
Additional Information
For more info on updated linked details for documents: How to Reassign a Job or Document to Another Customer in Tradify
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