How to Link an Invoice to a Job V 1.0

After an Invoice has been added to the Documents page (Document Management system) Strata Managers can link the Invoice directly to a Job in the Portal.

Linking the invoice gives context to the invoice.

Link an Invoice to a Job

1. Go to the Invoice Summary page

2. Click 'Edit' 



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



 4. Under Invoice Details, click the Link Icon next to Trade ID



5. When the pop-up appears, search for the Job to link by entering the
    Company Name, Owner, ID, Trade, Email or Phone



6. Click 'Search'

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

7. Select the Job and click 'Link'

After an Invoice has been linked, you can view job information by clicking the Wrench Icon on the Invoice Summary page.

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.