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, Projects and Offers.