Documentation ยท Invoice
How To Manage Customers In Invoice
What this does
This guide explains the Customers page in Invoice.
That page is where billing-side customer context is reviewed before or while working on estimates, invoices, sending, and collection.
Why this page matters
If the customer record is wrong here, billing can still happen, but it is harder to keep the document tied to the right person, account, address, and work context.
Cross-app note
If the shared customer record itself needs broader cleanup, part of that work may belong in CRM.
Use CRM: How to manage contacts in CRM and CRM: How to manage accounts in CRM when the same record needs to stay consistent across the suite.
Main paths from this page
- To create or edit a billing document, use Invoice: How to create or edit an invoice or estimate.
- To work at the account level, use Invoice: How to manage accounts in Invoice.