Link Opportunities with Invoices and Estimates

Connect an invoice or estimate directly to a deal in your pipeline, so your sales and billing information live in one place instead of two disconnected records.

Create a linked document from an opportunity

1. Open the opportunity (deal).
2. Go to its Payments tab and select Create Invoice or Create Estimate.
3. Complete and send the document — it's automatically linked to that opportunity.

Link a document you're creating from Payments

1. Go to Payments and start a new invoice or estimate.
2. Select the contact.
3. Under Link Opportunity, choose the relevant deal.

Link automatically through a workflow

1. Build a workflow with an opportunity-based trigger.
2. Add a Send Invoice or Send Estimate action.
3. Vendi Today generates the document and links it to the triggering opportunity automatically — no manual step needed.

Why it's useful

Once linked, you can view billing details directly from the opportunity record instead of searching for them separately, which cuts down on manual entry and the chance of a deal and its paperwork drifting out of sync.