Invoice.coffeeSuite.coffee
Operations and payments

Review connected economic operations

Inspect read-only service activity and create its related invoice draft once.

1 min readUpdated Aug 23, 2026

Review read-only economic activity from authorised services before creating its single related invoice draft.

Before you start

  • Confirm both services belong to the organisation.
  • Verify the connection permits economic operations.
Invoice connected operations list with source, customer, amount and invoicing state.
Connected operations preserve source data and expose a controlled, idempotent drafting action.

Understand the source record

Completed activity from an authorised connected service can publish an economic operation with customer, concepts, amounts and currency. Its original data remains read-only in Invoice.

Check the connection

The source and Invoice instances must belong to the same organisation and have an active connection that allows economic operations. A missing or paused connection blocks access.

Create the related draft

Review customer, concepts, taxes and currency before creating an invoice. The action is idempotent: repeat attempts must open or preserve the existing relationship rather than create duplicate billing.

Step by step

  1. Open Operations & payments.
  2. Filter and open the intended source operation.
  3. Review service, customer, concepts, tax and currency.
  4. Create the related invoice draft once.
  5. Open the existing relation instead of repeating creation.

Final check

  • The authorised source is correct.
  • Customer and currency match.
  • Only one draft is linked to the operation.
Tip: Invoice reads the source operation; it does not edit the originating service record.