You can link your Owner Invoice due dates to your production Schedule. With this functionality, linked Schedule items will move when the due date of an Owner Invoice is adjusted. The linking function does not auto-release the payment to your customer. You can opt to view your Owner Invoice due dates on your Schedule Month & Agenda views.

To use the Link To functionality please toggle this switch:

To view your owner invoices on the Month or Agenda view on your schedule, locate the filter results option. Then locate the Other Items dropdown and toggle on Owner Invoice. Then click Update Results. You can save this filter to ensure they are always toggled on. You'll need to save this filter on both the Month and Agenda view individually.

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