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Agreements is the commercial document layer between Sales and Accounting. It handles what you offer the customer, what you bill, how the balance is settled, and the document history that supports those decisions. The current area contains Quotes, Invoices, and Customer Contracts, with document builders, previews, send actions, status history, and templates around those records.

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Quotes

Quotes let you propose products or services, quantities, prices, discounts, tax, currency, validity, and terms before the customer is invoiced. The server recalculates canonical quote totals from line and tax data so the browser is not the only source of truth for the final amount. After sending, built in automation can surface quotes waiting for a response, approaching expiry, or expired without a decision.

Create a quote

Build the commercial offer with defensible totals.

Quote status and expiry

Understand lifecycle status versus date-based expiry.

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Revisions

Negotiation can change price, quantity, scope, or terms. Quote revision history preserves what was previously sent rather than overwriting the customer-facing document sequence.

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Invoices

Invoices record customer billing. Their document status, Accounting posting state, and payment settlement state are separate. An invoice can be issued but unpaid, posted but unpaid, or later settled after cleared payment. Keeping those states separate is what lets Agreements and Accounting agree without pretending billing, revenue, and cash all happen at the same time.

Create an invoice

Build customer billing from the right sales or quote context.

Record a payment

Apply cleared settlement and partial payments correctly.

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Posting and Accounting

Posting creates the ledger consequences of customer billing, such as Accounts Receivable, revenue, and tax payable under the configured posting logic. It requires both plan capability and user permission. Invoice total can include tax, so billings and Sales Revenue should not be forced to match.

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Fulfillment

For stocked items, an invoice does not prove inventory was fulfilled. Product margin uses posted fulfillment cost so stocked margin can remain incomplete until the physical inventory event is recorded.

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Corrections

Void, refund, credit note, and revision are different correction paths. Choose the one that matches the real event instead of rewriting a settled historical document.

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Reports and automation

Agreements reporting includes Quotes by Status, Quote Acceptance Rate, Quotes Expiring Soon, Quote-to-Invoice Conversion, Invoices Created Trend, Invoices Due Soon, Overdue Invoices, and A/R Aging Summary. Automation can surface accepted quotes missing invoices, invoices due soon, overdue invoices, partial payments needing follow-up, and quote response or expiry issues.

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Next steps

Customer contracts in Lynka Agreements

Learn where customer contracts appear in Lynka Agreements and how contract records relate to customers, deals, quotes, and invoices.

Templates, branding and PDFs

Control the reusable document presentation around quotes and invoices.

Quotes

Create a quote

Build a customer quote with products, quantities, discounts, tax, currency, terms, notes, and server-calculated totals before sending it.

Send a quote and follow up

Preview and send a customer quote, track response state, and use Lynka automation to surface quotes that need a decision or are approaching expiry.

Quote status, validity, and expiry

Understand quote lifecycle status versus calculated expiry so a quote can be expired by date without treating expired as a manually stored business status.

Revise a quote without losing commercial history

Create or manage quote revisions so a changed offer does not overwrite the exact commercial document that was previously sent to the customer.

Invoices

Create an invoice

Create a customer invoice from the right sales or quote context, add lines and tax, and understand the difference between saving, posting, and payment.

Post an invoice to Accounting

Understand what invoice posting does, which permissions and plan capability control it, and how it creates the accounting side of customer billing.

Record an invoice payment

Record customer payment against an invoice, understand cleared versus pending settlement, and prevent overpayment or currency mismatch errors.

Fulfill stocked invoice items

Understand why invoicing and stock fulfillment are separate, how fulfillment affects recognized inventory cost, and why margin can remain incomplete until stock is posted out.

Void or refund an invoice

Choose the correct correction path for an invoice, distinguish voiding from refunding, and avoid rewriting posted financial history.

Last modified on September 7, 2026