AccountsTransactions
Linked Customer, Job, and Invoice Selector Flows
How the customer, job, and invoice selector popups behave inside the transaction form.
The transaction form uses selector popups instead of long dropdown lists for its linked records. That makes it easier to search properly, but it also means one choice can quietly change the fields around it.
Customer Selector
- What it shows: The customer popup searches customers and shows core identifying details such as reference, name, company, and address.
- What happens after selection: The chosen customer is linked to the transaction, and the form clears any invoice or job that belonged to a different customer.
- Single-job shortcut: If that customer only has one job, Work Planner can auto-select it for you so you do not have to open the job selector as a second step.
Job Selector
- Filtered by customer: Once a customer is chosen, the job popup is filtered down to jobs for that customer.
- How jobs are labelled: Jobs are displayed by address, which is usually the quickest way to identify the right one in the field.
- Back-fills the customer: If you select a job first, the form links the matching customer automatically.
Invoice Selector
- Appears once a customer is selected: The invoice field only becomes practical when Work Planner already knows which customer it should search under.
- Clears on customer change: If you switch the customer later, the invoice link is removed so the transaction cannot stay tied to the wrong account.
- Use it only when the ledger line belongs to one invoice: Leave it empty for general account movement that is not invoice-specific.
View Buttons
Once a linked record is chosen, the secondary button next to the field lets you open that record directly. This is useful when you need to double-check the customer, job, or invoice before saving the transaction.
Related articles
- Creating a Transaction: Shows where these selectors sit in the full create flow.
- Editing a Transaction: Useful when relinking an existing ledger item.
- Transaction Detail View: Shows how those links are displayed after saving.