# How To Link Opportunities with Invoices and Estimates

> Learn how to link invoices and estimates to Opportunities in GHL Customer Care. Connect records from an Opportunity, the Payments tab, or automate linking with workflows.

- Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-link-opportunities-with-invoices-and-estimates
- Section: Payments / Invoices & Estimates
- Reading time: 2 min
- Images: 8, each explained below
- Modified on Wed, 4 Mar at 6:21 AM

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This article explains how to automatically and manually link invoices and estimates to opportunities in GHL Customer Care. Keeping these records connected simplifies deal tracking, billing, and reporting.

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**TABLE OF CONTENTS**

-   [What is Linking Opportunities with Invoices and Estimates?](#what-is-linking-opportunities-with-invoices-and-estimates)
-   [Key Benefits of Linking Opportunities with Invoices and Estimates](#key-benefits-of-linking-opportunities-with-invoices-and-estimates)
-   [How to Link Invoices and Estimates from an Opportunity](#how-to-link-invoices-and-estimates-from-an-opportunity)
-   [How to Link via the Payments Tab](#how-to-link-via-the-payments-tab)
-   [How to Automatically Link via Workflows](#how-to-automatically-link-via-workflows)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Next Steps](#next-steps)

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# **What is Linking Opportunities with Invoices and Estimates?**

Linking invoices and estimates to opportunities allows you to centralize sales and billing data. Whether you’re creating invoices manually or sending them via automation, each document stays connected to the relevant deal.

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## **Key Benefits of Linking Opportunities with Invoices and Estimates**

Connecting billing documents directly to deals ensures nothing gets lost in the sales pipeline.

-   Automatically associate every invoice or estimate with the relevant opportunity.
    
-   Get a complete financial history for each deal.
    
-   Reduce manual entry and potential for errors.
    
-   Enable seamless automation using workflows.
    
-   View billing details directly from the Opportunity record.
    
-   Keep your team aligned with centralized deal and payment visibility.
    

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## **How to Link Invoices and Estimates from an Opportunity**

Quickly link an invoice or estimate while managing an individual deal in the CRM.

1.  Navigate to **Opportunities** and open a deal.
    
    
![Step 1 of 4: Navigate to Opportunities and open a deal](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066177432/original/Wv1wZm5RtDA7jLWtEDBIwkSSOW1JebrygQ.png)

**Step 1 of 4: Navigate to Opportunities and open a deal**

This screenshot accompanies step 1 of 4 in the "How to Link Invoices and Estimates from an Opportunity" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you navigate to Opportunities and open a deal. The next step is to click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.
- Where to go: Navigate to Opportunities and open a deal.
- Controls: Opportunities, Payments, Actions menu, Create Invoice, Create Estimate
- Next: Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.

Full procedure:

1. Navigate to Opportunities and open a deal.  <- this image
2. Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.
3. You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
4. Complete the form and send when ready.

    
2.  Click the **Payments** tab. From the **Actions menu**, choose **Create Invoice** or **Create Estimate**.
    
    
![Step 2 of 4: Click the Payments tab. From the Actions menu, choose Create Invoice…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066177546/original/t2H3pW63cpvWfOsWHNYGVT82kQDbI_WqBA.png)

**Step 2 of 4: Click the Payments tab. From the Actions menu, choose Create Invoice…**

This screenshot accompanies step 2 of 4 in the "How to Link Invoices and Estimates from an Opportunity" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate. The next step is to you’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
- What to choose: Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.
- Controls: Payments, Actions menu, Create Invoice, Create Estimate, Opportunities
- Next: You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.

Full procedure:

1. Navigate to Opportunities and open a deal.
2. Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.  <- this image
3. You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
4. Complete the form and send when ready.

    
3.  You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
    
    
![Step 3 of 4: You’ll be redirected to the invoice/estimate editor with the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066177574/original/X0wLq_Fx0LVi8gZUjwHX3f4PbVVrj8Qisg.png)

**Step 3 of 4: You’ll be redirected to the invoice/estimate editor with the…**

This screenshot accompanies step 3 of 4 in the "How to Link Invoices and Estimates from an Opportunity" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you you’ll be redirected to the invoice/estimate editor with the Opportunity already linked. The next step is to complete the form and send when ready.
- What this covers: You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.
- Controls: Opportunities, Payments, Actions menu, Create Invoice, Create Estimate
- Next: Complete the form and send when ready.

Full procedure:

1. Navigate to Opportunities and open a deal.
2. Click the Payments tab. From the Actions menu, choose Create Invoice or Create Estimate.
3. You’ll be redirected to the invoice/estimate editor with the Opportunity already linked.  <- this image
4. Complete the form and send when ready.

    
4.  Complete the form and send when ready.
    

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## **How to Link via the Payments Tab**

Use the main Payments area to manually associate invoices and estimates with deals.

1.  Go to the **Payments** tab in your main menu. Switch to **Invoices** or **Estimates** using the dropdown.
    
    
![Step 1 of 4: Go to the Payments tab in your main menu. Switch to Invoices or…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066177873/original/ZsvZkcnuetJytVVgt5o6O_33PqFX8RVZtg.png)

**Step 1 of 4: Go to the Payments tab in your main menu. Switch to Invoices or…**

This screenshot accompanies step 1 of 4 in the "How to Link via the Payments Tab" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown. The next step is to click Create Invoice or Create Estimate.
- Where to go: Go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown.
- Controls: Payments, Invoices, Estimates, Create Invoice, Create Estimate, Contact, Opportunity
- Next: Click Create Invoice or Create Estimate.

Full procedure:

1. Go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown.  <- this image
2. Click Create Invoice or Create Estimate.
3. Select a Contact.
4. In the document editor, choose the relevant Opportunity under “Link Opportunity.”

    
2.  Click **Create Invoice** or **Create Estimate**.
    
    
![Step 2 of 4: Click Create Invoice or Create Estimate](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066178194/original/slrho-qOS9WxPuF45IbGpSwHIHEAjiY3CA.png)

**Step 2 of 4: Click Create Invoice or Create Estimate**

This screenshot accompanies step 2 of 4 in the "How to Link via the Payments Tab" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you click Create Invoice or Create Estimate. The next step is to select a Contact.
- What to click: Click Create Invoice or Create Estimate.
- Controls: Create Invoice, Create Estimate, Payments, Invoices, Estimates, Contact, Opportunity
- Next: Select a Contact.

Full procedure:

1. Go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown.
2. Click Create Invoice or Create Estimate.  <- this image
3. Select a Contact.
4. In the document editor, choose the relevant Opportunity under “Link Opportunity.”

    
3.  Select a **Contact**.
    
4.  In the document editor, choose the relevant **Opportunity** under “Link Opportunity.”
    
    
![Step 4 of 4: In the document editor, choose the relevant Opportunity under “Link…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066178213/original/QEBG5dd3vIAjWbe4MH0tK_cdgO7hW8UFYQ.png)

**Step 4 of 4: In the document editor, choose the relevant Opportunity under “Link…**

This screenshot accompanies step 4 of 4 in the "How to Link via the Payments Tab" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you in the document editor, choose the relevant Opportunity under “Link Opportunity.”.
- What to choose: In the document editor, choose the relevant Opportunity under “Link Opportunity.”
- Controls: Opportunity, Payments, Invoices, Estimates, Create Invoice, Create Estimate, Contact

Full procedure:

1. Go to the Payments tab in your main menu. Switch to Invoices or Estimates using the dropdown.
2. Click Create Invoice or Create Estimate.
3. Select a Contact.
4. In the document editor, choose the relevant Opportunity under “Link Opportunity.”  <- this image

    

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## **How to Automatically Link via Workflows**

Automate the entire process so your invoices and estimates are generated and linked without manual effort.

1.  Go to **Workflows** and create a new one or open an existing one.
    
    
![Step 1 of 4: Go to Workflows and create a new one or open an existing one](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066178794/original/ftYkSKniQvKAvKS-AAvyKSxyo3o8XdQrYA.png)

**Step 1 of 4: Go to Workflows and create a new one or open an existing one**

This screenshot accompanies step 1 of 4 in the "How to Automatically Link via Workflows" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you go to Workflows and create a new one or open an existing one. The next step is to use an Opportunity-based trigger (e.g., stage change or status update).
- Where to go: Go to Workflows and create a new one or open an existing one.
- Controls: Workflows, Opportunity-based trigger, Send Invoice, Send Estimate
- Next: Use an Opportunity-based trigger (e.g., stage change or status update).

Full procedure:

1. Go to Workflows and create a new one or open an existing one.  <- this image
2. Use an Opportunity-based trigger (e.g., stage change or status update).
3. Add a Send Invoice or Send Estimate action.
4. The system will create, send, and automatically link the document to the opportunity.

    
2.  Use an **Opportunity-based trigger** (e.g., stage change or status update).
    
3.  Add a **Send Invoice** or **Send Estimate** action.
    
    
![Step 3 of 4: Add a Send Invoice or Send Estimate action](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066179514/original/XtlGF_lOSQzgzDEpN80OByJD-amMS9yEgQ.png)

**Step 3 of 4: Add a Send Invoice or Send Estimate action**

This screenshot accompanies step 3 of 4 in the "How to Automatically Link via Workflows" section of "How To Link Opportunities with Invoices and Estimates". At this point in the walkthrough you add a Send Invoice or Send Estimate action. The next step is to the system will create, send, and automatically link the document to the opportunity.
- What this covers: Add a Send Invoice or Send Estimate action.
- Controls: Send Invoice, Send Estimate, Workflows, Opportunity-based trigger
- Next: The system will create, send, and automatically link the document to the opportunity.

Full procedure:

1. Go to Workflows and create a new one or open an existing one.
2. Use an Opportunity-based trigger (e.g., stage change or status update).
3. Add a Send Invoice or Send Estimate action.  <- this image
4. The system will create, send, and automatically link the document to the opportunity.

    
4.  The system will create, send, and automatically link the document to the opportunity.
    

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## **Frequently Asked Questions**

**Q: Can I link multiple invoices or estimates to one opportunity?**

Yes, you can link multiple billing documents to a single opportunity to reflect multiple stages of payment or proposals.

**Q: What happens if I forget to link an invoice?**

You can manually edit the invoice later and link it to the correct opportunity from the Payments tab.

**Q: Can I unlink an invoice or estimate from an opportunity?**

Currently, unlinking is not supported after the document is finalized. Consider cloning and reassigning it if needed.

**Q: Do workflow-linked invoices appear in the Opportunity view?**

Yes, any invoice or estimate generated through a workflow and tied to an opportunity will be visible in that Opportunity’s Payments tab.  
**Q: Will the “Find Opportunity” workflow action automatically link the invoice/estimate?  
**A: No. “[Find Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-find-opportunity)” only selects an Opportunity for later steps; it doesn’t link invoices/estimates by itself.

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### **Next Steps**

-   Explore the **Workflow Builder** to automate more sales actions.
    
-   Customize your **Opportunity stages** to align with your billing steps.
    
-   Use the **Reporting** feature to monitor revenue by deal.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com