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Customer Contracts is a separate Agreements area for ongoing customer contract records. It sits alongside Quotes and Invoices because a continuing commercial relationship is different from a one time offer or a single billing document. Open Agreements > Customer Contracts to search, filter, sort and open contract records available to your workspace.

How contracts differ from other commercial records

A contract should not be used as a replacement for the invoice that bills a specific period or the deal that records the original sales outcome.

Recurring customer revenue is separate from Lynka billing

Lynka’s customer subscription and recurring contract data belongs to your CRM customers. It is separate from the subscription your own workspace uses to pay for Lynka. That separation prevents customer revenue from being mixed with Lynka plan billing.

Access

Contract visibility follows Agreements access and the permissions exposed by the workspace. If the Customer Contracts tab is missing, check installed product areas, your role and the current plan or entitlement state.

Agreements overview

See how quotes, invoices and contracts fit together.

Quote to cash

Follow the commercial workflow from offer to settlement.
Last modified on September 7, 2026