> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mustre.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers and invoices

> Customer accounts, linking sites, and billing completed jobs.

# Customers and invoices

**Customers** are the accounts you bill. **Invoices** turn completed jobs into draft → sent → paid (or void) bills, optionally with a compliance pack attached.

## Customers

Open **Customers** (Commercial) to manage accounts. Statuses are **Active** or **Inactive**.

Create a customer with **New customer** — account and billing details used on invoices (VAT, bank, terms where configured).

### Customer detail

From a customer you can:

* **Edit** account details
* **Link site** or **New site** so locations bill to this account
* **New invoice** from invoiceable completed jobs
* Review **Portal access** (customer users who can open the verification portal)
* Browse linked **Locations** and past **Invoices**

## Invoices

Open **Invoices** for the full list. Statuses:

| Status    | Meaning                                                           |
| --------- | ----------------------------------------------------------------- |
| **Draft** | Editable; not yet sent                                            |
| **Sent**  | Delivered to the customer (email / PDF)                           |
| **Paid**  | Marked paid (manually or via payment link when Connect is set up) |
| **Void**  | Cancelled; job links cleared                                      |

### Create and send

1. **New invoice** — pick a customer and completed jobs across their sites (“No invoiceable jobs” means nothing is ready to bill yet).
2. Review line items and totals on the draft.
3. **Send** — branded PDF (and email when configured). Optionally attach a **compliance pack** so evidence travels with the bill.
4. Later: **Mark paid**, **Resend**, or **Void** from invoice detail.

Stripe Connect (in [Settings](/settings-and-billing)) can add payment links on send when your org has completed Connect onboarding.

## Tips

* Link locations to customers before multi-site invoicing — see [Map and locations](/map-and-locations).
* Invite portal users from the customer record — see [Customer portal](/customer-portal).
* Keep job evidence complete so packs attached to invoices stay inspection-ready.