Documents for customers

The Documents module lets you publish documents for individual customers - invoices from your ERP, contracts, price lists, certificates - with a status, amounts and due dates. Customers see them in My account → Documents. It is mostly used in B2B stores, where customers expect their paperwork next to their orders.

Document types

Marketing → Documents → Document types lists the kinds of documents you use. Create one per kind - Invoice, Contract, Credit note - with a name, description and display order.

Documents

Marketing → Documents → Document list lists documents with their number, name, customer e-mail, whether they are published and display order.

Create a document

1. Click Add new.
2. On Document info enter the Number and Name, choose the Document type and Status, optionally a Sales employee and a Link, and a description.
3. Choose the customer, attach the file (for example the PDF of the invoice) and set Published.
4. On Accounting Information enter the currency, the total and outstanding amounts, the quantity, and the document and due dates.
5. Save.

A document can also refer to an order, a product, a category or another entity, and documents can be nested (a parent document with its attachments). The Documents tab on a customer's page lists that customer's documents.

What customers see

In My account → Documents customers see their published documents with number, type, status, amounts and dates, and can download the files. The tab can be hidden with Hide 'Documents' tab in the customer settings.

Tips

• Documents are often created automatically by an ERP integration through the web API, rather than by hand.
• Unpublished documents are kept but not shown to the customer - useful for drafts.

Related

• The customer record
• The REST API