Why archiving matters
Invoices, payment proofs and client exchanges should stay easy to find. This protects you during accounting review, customer disputes and internal controls.
Good practices
- Keep PDFs, payment records and customer files connected.
- Export data regularly.
- Avoid deleting issued documents.
- Use consistent naming and numbering.
How LeCRM helps
LeCRM keeps documents, payments and customer history in one workspace and supports structured exports.