How to Link an Invoice to a Job

How to Link an Invoice to a Job

Once an invoice is added to the Documents page in the Document Management System, Strata Managers can link it directly to a job in the portal.

Linking the invoice provides relevant context and ensures a clear association with the job.

Link an Invoice to a Job

1. Go to the Invoice Summary page

2. Click the 'Edit' icon ()  

3. If Creditor Details aren't completed, enter Name, ABN, Email



 

4. Under Invoice Details, click the Link Invoice to a Job below the Job field

Note: Creditor details must be completed first for this feature to function properly.

 

5. When the pop-up appears, search for the Job to link by entering the trade ID, job title/text

6. Click 'Select'

Note: This will search the entire database of Jobs based on the criteria entered

7. Select the Job and click 'Link'

Once an invoice is linked, you can view the job information by clicking the Wrench icon in the Invoice Details field.

When an Invoice is linked to a Job, the 'Invoice' tab on the Work Summary page is purple. When the job is NOT linked, the 'Invoice' tab is grey.

For more information, please see Schedule an Invoice for Payment.

Strata Managers should contact us with any further questions regarding this process.