How customers are used across quotes, contracts and invoices
One complete customer profile carries from quote to contract and invoice, so you avoid double entry and mistakes along the way.
Step by step
- Start in the customer record
Open the customer and check name, address and contact person. These are the details quotes, contracts and invoices pull in, so fix them here, not in each document.
- Create the quote on the customer
Create the quote directly from the customer, so line items, prices and recipient are linked correctly and the quote lands in the customer’s history.
- Turn the agreement into a contract
When the quote is accepted, create the contract on the same customer with dates and terms, instead of typing the details again.
- Invoice from the same record
The invoice uses the customer’s payment details and can reference both the quote and the contract, so the whole journey can be traced from one place.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.