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Change an invoice’s event when unassigned activity has found its claim, the wrong event was selected, or the invoice should no longer count toward an event. Linking is a company-wide task because it moves activity into or out of event scope.

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Before You Move an Invoice

Open Financials → Event Financials and locate the invoice in the company-wide list. Add an Event Name filter or search by invoice number when needed. Check the invoice’s current:
  • Event Name;
  • status and recorded payments;
  • Invoice Type, especially whether it is Loss/Recovery; and
  • destination event’s reserve position when payments will move.
Company Event Financials filtered for IMG 03, with an unlinked Owed invoice, an Owed invoice linked to the destination event, and a paid invoice linked to the source event selected; the Actions menu shows Link and Unlink.

Use the company-wide list and its Actions menu to link or unlink the selected invoices.

The event’s own Financials tab does not show Link or Unlink because every row is already scoped to that event. Return to the company-wide list to change scope.
  1. Select one or more invoices in Company Event Financials.
  2. Select Actions → Link.
  3. In Relink Invoices, choose the Destination event.
  4. Review how many invoices will move and how many are already linked to that event and will be skipped.
  5. Select Relink Invoices.
The same action covers both cases: an unlinked invoice becomes linked, and an invoice already linked elsewhere moves to the selected event. A policy-linked invoice in the selection moves off the policy and onto the event.
Relink Invoices dialog with IMG 03 Destination Event selected, stating that two invoices will be relinked, one already-linked invoice will be skipped, and one invoice has 2,050 dollars in recorded payments that will be reverted, relinked, and re-recorded.

Review the move and skip counts before confirming; recorded payments are moved as part of the relink.

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When Recorded Payments Move

A paid or partially paid invoice cannot simply point somewhere else because its payment activity belongs to its current event. The app completes the move as one composed change:
  1. remove each recorded payment from the current link;
  2. relink the invoice; and
  3. re-record the same payment amounts, dates, and memos against the destination.
For Loss/Recovery invoices, the dialog checks the destination event’s reserves. If the destination cannot cover an eroding payment, the warning explains that the excess will be recorded without eroding reserves. Adjust the destination’s expected totals first if that is not the intended result.
Read the destination and reserve warning before confirming. The invoice may end with the same status and paid amount even though the event-level reserve and payment history have moved.
Use unlinking when the invoice should remain valid but should not count toward an event or policy.
  1. Select the invoice or invoices in Company Event Financials.
  2. Select Actions → Unlink.
  3. Review the confirmation. Already-unlinked invoices are skipped.
  4. Select Unlink Invoices.
Unlink Invoices confirmation for three selected invoices, stating that two will be unlinked, one already-unlinked invoice will be skipped, and 2,050 dollars in recorded payments will be re-recorded without eroding reserves.

The confirmation distinguishes invoices that will be unlinked from rows that are already unlinked and explains the payment treatment.

If an invoice has payments, unlinking performs the same remove-and-re-record composition. With no destination event, those re-recorded payments cannot erode reserves and post as additional incurred activity.

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Verify the Result

After the action finishes, the app reports updated, skipped, and failed counts. Failed rows remain selected so you can correct the problem and retry. Confirm that:
  • Event Name shows the destination, or an em dash after unlinking;
  • the invoice status and paid amount are correct;
  • the source event no longer includes the invoice in its totals;
  • the destination event includes it after a link or move; and
  • reserve balances reflect the choice shown in the dialog.
Refreshed Company Event Financials list filtered for IMG 03: INV-720160-468 and paid INV-781833-721 are linked to IMG 03 Destination Event, while Owed INV-956103-745 has an em dash for Event Name; a toast reports one updated and one skipped.

After relinking, confirm the moved paid invoice appears at the destination while the unlinked invoice has no Event Name.

For the distinction between an event link and a payee, see Invoice to Entity Linking.