Customers

What ships

• Accounts — prospect/customer/former status, domain, website, industry, size and owner alongside billing email, phone, tax ID, currency, and address.
• Annual Contract Value — a headline revenue figure per account, shown right in the customer list.
• Contacts — any number of named people at an account, each with a role, email, and phone.
• Contracts — the signed agreements you hold with a customer, uploaded and stored alongside the account.
• Statements — a statement of account per customer: every invoice and payment with a running balance, plus an aging summary, viewable in-app and downloadable as a PDF.

Customer accounts

A Customer row is the account across its whole lifecycle. Create a prospect from Revenue → Accounts before it has finance activity, or create a customer directly from Customers → New customer. Issuing the first invoice promotes a prospect to customer automatically. The same row carries the company name, domain, firmographics, owner, billing email, tax ID, default currency, and invoice address.

Each account also has a slug auto-derived from its name (Acme Corp → acme-corp); that slug is uppercased and prefixed onto every invoice and estimate number issued to the customer over in Finance, so the numbers stay unique and self-identify across accounts. Accounts with linked Revenue or finance history cannot be deleted — archive them instead to keep the full relationship and billing history intact. If two rows represent the same company, use Revenue → Accounts → Merge to transactionally consolidate both Revenue and Finance history and archive the duplicate.

Customer overview

Click any customer's name to open their overview — a single page with the headline numbers (annual contract value, outstanding balance, lifetime billed), an action-needed queue that surfaces overdue and unpaid invoices and estimates awaiting a response, and the full history of the account's invoices, estimates, contracts, and contacts. Each row deep-links into the underlying document in Finance.

Statements

Open a customer's overview and click Statement for a statement of account — the running ledger you'd send a customer who asks "what do I owe you?". It lists every issued invoice as a charge and every recorded payment as a credit, in date order, with a running balance carried from an opening balance down to the balance due. Draft and voided invoices are excluded — only real, issued activity appears.

• Period — show all time (the default) or narrow to this month, this quarter, year to date, the last 12 months, or a custom date range. Anything before the start of the period is rolled into the opening balance.
• Aging — the outstanding balance broken into current, 1–30, 31–60, 61–90, and 90+ days past due, so you can see how stale the debt is at a glance.
• Currency — statements are per-currency. If an account has been billed in more than one, a switcher lets you pick which to view; balances are never summed across currencies.
• Download PDF or Print view — hand the customer a portable document, or open the print-friendly HTML to save from your browser. Invoice numbers on the in-app view link straight to the underlying document in Finance.

Annual Contract Value

Each customer carries an Annual Contract Value (ACV) — the expected yearly revenue from the account. Enter it on the New / Edit customer page as a plain amount; it is stored and displayed in the customer's default currency (so 120000 on a USD account reads as $120,000.00), and surfaces as its own column in the customer list. It's an independent sales metric — editing it never touches issued invoices, and leaving it blank simply shows a dash.

Contacts

Beyond the billing record, a customer can carry any number of contacts: the humans at that account, each with their own name, role, email, and phone. Mark one as the primary contact to surface it first. Add, edit, or remove contacts inline on the New / Edit customer page. Contacts are for your records — invoice and estimate email still goes to the customer's billing email.

These lightweight contacts support billing records. The people you are selling to are Revenue contacts, with their own timeline, deals, ownership, and outbound; they can link to an account while it is still a prospect.

Contracts

Upload the agreements you've signed with a customer — MSAs, order forms, NDAs — and keep them next to the account. Each contract is a file (PDF, image, or document up to 25 MB) with a title, an optional signed date, notes, and an optional link to a customer.

• The Customers → Contracts page lists every contract across all accounts, filterable by customer. Upload from here and pick which account it belongs to.
• Each customer's edit page also has a Contracts panel showing just that account's agreements, so you can upload one while you're looking at the customer.

Download, edit the details of, or delete any contract from either view. Files are stored on the server under your company's data directory, never in the database itself.