# Documents for customers

Marketing and promotions

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.

![The Type of documents list with Invoice and Contract and an Add new button](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/marketing/document-types.webp)

Document types.

### Documents

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

![The Manage document list with KB-INV-0001 Invoice September 2026 and KB-CTR-0007 Wholesale agreement 2026 for customer@kb.local](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/marketing/documents-list.webp)

Marketing → Documents → Document list.

#### 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.

![Editing the document Invoice September 2026: number KB-INV-0001, name, document type Invoice, status Approved, sales employee, link and description; tabs Accounting Information and User fields](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/marketing/document-edit.webp)

A document.

| Status | Typical use |
|---|---|
| Open | Created, not yet processed. |
| Processing | Being handled, e.g. a contract under review. |
| Approved | Valid and final. |
| Closed | Settled or expired. |
| Cancelled | No longer valid. |

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](https://grandnode.com/customers-customer-record)
- [The REST API](https://grandnode.com/developers-rest-api)

- [Web page](https://grandnode.com/marketing-documents)