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