Link Opportunities to Invoices and Estimates in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

From an opportunity, the Payments tab, or a workflow action, link invoices and estimates to opportunities so each deal carries its own billing history.

Linking invoices and estimates to opportunities keeps each deal's billing history attached to the deal itself. You see what was quoted, what was billed, and what was paid without leaving the opportunity record.

Link from an opportunity

  1. Go to Opportunities and open a deal.
  2. Click the Payments tab.
  3. From the Actions menu, choose Create Invoice or Create Estimate.
  4. The editor opens with the opportunity already linked. Finish the document and send it.

Link from the Payments tab

  1. Open the Payments tab in the main menu and switch to Invoices or Estimates.
  2. Click Create Invoice or Create Estimate.
  3. Select the contact.
  4. In the editor, pick the relevant opportunity under Link Opportunity.

Link automatically with workflows

  1. Open Workflows and create a new workflow or edit an existing one.
  2. Use an opportunity-based trigger (stage change, status update, and so on).
  3. Add a Send Invoice or Send Estimate action.
  4. The workflow generates the document, sends it, and links it to the opportunity.

Notes

  • You can link multiple invoices and estimates to one opportunity.
  • The Find Opportunity action only selects an opportunity for later steps. It does not link invoices or estimates by itself.
  • Unlinking after a document is finalized is not supported. Clone and reassign if you need to move it.

Frequently Asked Questions

Can one opportunity hold multiple invoices?
Yes. Link as many invoices and estimates to a single opportunity as the deal needs.
What if I forgot to link an invoice when I created it?
Edit the invoice from the Payments tab and pick the opportunity under Link Opportunity.
Can I unlink a finalized invoice?
Not directly. Clone the document and reassign the clone to the correct opportunity.
Do workflow-generated invoices show on the opportunity?
Yes. Any invoice or estimate created by a workflow with an opportunity-based trigger appears in that opportunity's Payments tab.
Does Find Opportunity link the invoice automatically?
No. Find Opportunity only sets the opportunity reference for later steps. Use Send Invoice or Send Estimate to actually link the document.

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