Documentation ยท Invoice
How To Manage Accounts In Invoice
What this does
This guide explains the Accounts page in Invoice.
That page is where billing work is reviewed at the account level when the document needs to follow an organization or grouped customer structure.
Why this page matters
Account context is important when many documents, contacts, or sites belong under the same customer organization.
That same account context may also be connected to Booking and CRM.
Main paths from this page
- To create or edit documents under the account, use Invoice: How to create or edit an invoice or estimate.
- To review the customer side of the same record, use Invoice: How to manage customers in Invoice.
- To clean shared account records, use CRM: How to manage accounts in CRM.