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An invoice records money, and money is almost always about something. What an invoice is about is its primary entity.

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One Primary Entity

An invoice links to exactly one of:

An Event

A claim or incident — for example indemnity, defense, or recovery activity.

A Policy

Policy-level money — premium, endorsement charges, fees.

Nothing

An invoice can exist unlinked, and be linked to an event or policy later.
An invoice can never link to an event and a policy at the same time — one primary entity, and it is an event or a policy. The app rejects anything else.
The primary entity is what makes an invoice count toward something. Event-linked invoices feed that event’s reports and totals; policy-linked invoices feed the policy’s balances and the company-wide Policy Financials view.
Event invoices are created from the Event Financials Tab (pre-linked to that event) or from Company Event Financials (where the event is chosen, or left blank). Policy invoices are prepared from a quote’s Billing step or through Configure Billing on the policy’s Financials tab. The generated invoices are linked to that policy and appear in company-wide Policy Financials. An invoice with no primary entity is a valid, complete invoice. It has a type, line items, dates, and a status, and it can be paid. It simply is not counted toward any event or policy. Two ways one comes to exist:
  • It is created company-wide from the Financials section without an event.
  • It arrives through an import that had no event to assign it to.
An unlinked invoice can be linked later, and a linked invoice can be moved to a different event.

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Linking, Relinking, and Unlinking

From Company Event Financials, selected invoices can be linked to an event or unlinked through the Actions menu. Inside the Event Financials Tab, there is no Link or Unlink — an invoice’s event is fixed in that context, so relinking is a company-wide operation. The company-wide list shows the current event in its own column. Select one or more rows, then use Actions → Link or Actions → Unlink; the same menu also supports the other bulk invoice actions.
Company-wide invoice list with two invoices selected and the Actions menu open, showing Link and Unlink beside each invoice's Event Name

Link and Unlink are company-wide bulk actions because this is where an invoice can move between event contexts.

Relinking moves owed money directly. If the invoice has already been paid, its payments were attributed to the old event, so they have to come off before the invoice can move. The app composes this automatically: it removes the payments, relinks the invoice, and re-records the payments against the new event — all in one step. A dialog states those steps before it happens, because they are otherwise invisible. See The Invoice Lifecycle. An invoice also records a payee — the party the money is paid to, or collected from. A vendor, an adjuster, a claimant, an insured. The payee is not the primary link. It is a separate, secondary one: The payee picker offers People and Organizations, and can create either one inline.
When configuring policy billing, the payee picker leads with the exposures on that policy, followed by People and Organizations from the company directory.

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Deleting a Record an Invoice Points At

Because invoices attribute money to events, policies, and payees, a record with financial activity pointing at it cannot be deleted. Attempting to delete an event, policy, or payee with linked invoices is blocked, and the message names what is in the way — the count, up to three of the blocking invoice numbers, and any reserve categories still carrying a balance. Clearing the block means removing the financial activity, not hiding it:
  • Every linked invoice must be deleted, or relinked to another record. Voiding is not enough — a void is a deliberately retained record, so it still counts as financial activity on the event.
  • Reserve history must be reset. An event with a non-zero reserve balance in any Invoice Type cannot be deleted until that balance is cleared, through Reset History on each reserve category on the event’s Financials tab. See Reserves.
A payee has a third route: reassign the payee on the invoices naming it, which frees the record without touching the money.