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How To Link Opportunities with Invoices and Estimates

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

Last updated: May 26, 2026

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On this page

  • What is 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 via the Payments Tab
  • How to Automatically Link via Workflows
  • Frequently Asked Questions
  • Next Steps

In this folder

  • How-to add Taxes Overview
  • Using Apple Pay and Google Pay in order forms
  • Customize Email and SMS notifications for invoicing
  • How to manage Refunds within the CRM?
  • How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
  • Selling products on order forms with available payment providers
  • How to Send Confirmations After a Purchase/Order
  • List of countries and bank acquirers available with NMI
  • Manage payment methods displayed with Stripe integration
  • How to Streamline Payments with Automated Invoice Reminders
  • How to Add Recurring Products to Your Products List in Documents and Contracts
  • How to Implement Direct Checkout in Email Campaigns
  • How to Use the Manual Payment Method in Your Ecommerce Store
  • How to Use BNPL in Order Forms and Payment Links
  • How to Enable Editable Quantities in Payment Links
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer's cards on file
  • What happens in case of a payment failure for a Subscription?
  • Tap to Pay
  • Automatic Taxes on Mobile
  • Invoices - New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV

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