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Property & Compliance Management

Load invoice customer data

Select the client and verify billing/shipping/currency/project values.

Reviewed 27 October 2026Merged module 2.1.3
Where to goBroker Portal → Invoices → New/Edit → Customer

Before you start

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.

Follow these steps

  1. Open the linked contract, invoice or payment from its request or CRM register.
  2. Select the client and verify billing/shipping/currency/project values.
  3. invoice_client_change_data returns supported customer information.
  4. Complete the action once and check the resulting record, balance or delivery event.

Fields, rules and limits

  • invoice_client_change_data returns supported customer information.

Check it worked

The linked CRM record reflects the intended change and financial totals reconcile.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

invoice_client_change_data returns supported customer information.

Why is the record or action unavailable?

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.