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Property & Compliance Management

Load invoice relation data and merge data

Use supported relation selectors and merge preview/action.

Reviewed 27 October 2026Merged module 2.1.3
Where to goBroker Portal → Invoices → New/Edit

Before you start

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.

Follow these steps

  1. Open the linked contract, invoice or payment from its request or CRM register.
  2. Use supported relation selectors and merge preview/action.
  3. Do not manually forge relation IDs.
  4. Complete the action once and check the resulting record, balance or delivery event.

Fields, rules and limits

  • Do not manually forge relation IDs.

Check it worked

The linked CRM record reflects the intended change and financial totals reconcile.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Do not manually forge relation IDs.

Why is the record or action unavailable?

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.