When a task is created in the Task Manager, Kolleno automatically links relevant invoices based on the available context.
There are times when the wrong invoices are linked, or no invoices are linked at all. You can manually manage invoice links directly from the task detail view adding, removing, or changing linked invoices without affecting other parts of the task.
Linking Invoices to a Task (Empty State)
If no invoices are currently linked to a task, follow these steps:
Open the task in Task Manager.
In the task detail panel, locate the Invoices section.
Click the Link invoices button to open the invoice selection panel.
The panel will show all invoices associated with the customer on this task.
Select one or more invoices to link. A counter and cumulative balance will update as you make selections.
Click Link invoices to confirm.
A confirmation modal will appear confirm to apply the changes.
Managing Linked Invoices (Adding or Removing)
If invoices are already linked and you need to update them:
Open the task in Task Manager.
In the task detail panel, click on the Invoices section.
The panel will open showing all currently linked invoices, with the total count and balance displayed.
Click Manage invoices to enter edit mode.
All invoices for the customer are shown currently linked invoices are pre-selected.
Select additional invoices to link, or deselect any to unlink. A counter will show +X linking or −X unlinking as you make changes.
Click Save changes when ready.
Confirm in the modal that appears.
Auto-Population When Creating a Task from the Invoice Table
When you create a task directly from the Invoice table, the task form will automatically pre-fill with relevant fields from the selected invoice including the customer, invoice reference, and category. A duplicate check also runs to prevent creating a task that already exists for the same invoice