Where can I open Invoice from Work Orders?

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Posted on by epark06

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I only see Invoice Payments from the related list on Work Orders. I want to see Invoices instead. It seems strange that this relationship does not exist OOB. What is the best way to access Invoices from the Work Order?

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Work Order

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antc 2,909 on at

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Do you have the Work Order listed on the Invoice as a lookup field?

Create a WO lookup field on the Invoice form then create a workflow to populate the field from the WO. This will allow you to see Invoices from WO.

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