---
title: Customer documents and files
description: Organise contracts, project files and invoices.
category: Customers
order: 7
categoryOrder: 30
---

# Customer documents and files

**Documents & Files** divides material into **Contract, Project Files** and **Invoice History**. Keep the signed or agreed contract in Contract, website-build deliverables in Project Files, and billing documents in Invoice History. A service or payment may also carry an invoice, so check the related financial record when looking for the context of a document.

Upload the correct file to the correct customer and review the customer-visible result before sharing it. A file stored with a customer is not automatically a completed project, an accepted quote or a confirmed payment. Use the relevant work or payment status as well.

See [Customer finances](/docs/customers/financial), [Projects](/docs/projects/overview) and [Offers](/docs/quotes/overview).