Articles on: Billing & payments

Put a second document on the same order

One order can hold more than one quote or invoice. This is useful when you invoice a job in stages, or when a client adds extra work to a job that is already running. You can attach a document to an order in two ways: from the order in Sales › Orders, or from the quote or invoice editor. Both create the same link.



  1. Open the order in Sales › Orders.
  2. Under Linked Documents, select + Link document.
  3. Choose the quote or invoice you want to add to this order.
  4. Check that the document now appears under Linked Documents.


An order with its quote under Created from, an invoice under Linked Documents (4), Link document (2) and the order's history.


This way works for documents that already exist, for example when you are tidying up your orders.



In the quote or invoice editor, choose the order in Link to existing Order, and the document is added to it. If you leave the field empty, Zendo creates a new order for the document instead. This is the quicker way when you are writing the document anyway, for example to invoice the second stage of a job. See Edit a quote or invoice.


When one order should hold several documents


Stages. A deposit now and the balance later can be two invoices on the same order. The order stands for the job, and each invoice is one instalment.


Extra work. When the client orders more than you first agreed, put the new document on the same order, so the extra work does not show up as a separate, unrelated order.


A quote and its invoice. These you do not need to link yourself. When a quote's After client approves setting creates an invoice, Zendo links the quote and the invoice for you. See Send a quote.


What the order shows


The document that created the order appears under Created from. Every document you link appears under Linked Documents, each with its own status and its own payment date. Each link you add is also recorded in the order's History.


For how several documents affect the order's payment status, see Follow orders: fulfillment and payment.



Updated on: 09/11/2026

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