---
title: Customers: one customer file shared by all ERP documents | XOS
description: Customer master data in XOS: a customer file with contacts, addresses, payment details and a link to the CRM company, used by Sales Orders, quotes and invoices.
url: https://xos.prozessx.com/en/modules/customers/
---

# One customer. One file.

Create each customer once.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)

In short: Customer master data in XOS: a customer file with contacts, addresses, payment details and a link to the CRM company, used by Sales Orders, quotes and invoices.

As of November 12, 2026 · ProzessX

A customer file fills up, gets linked to the CRM and shows the invoices. Sample view, simplified.

Finance and ERP

## One customer record shared by all ERP documents.

In the ERP package €149 per seat per month, only available as a complete package

Everything €249 per seat per month, all modules

Requirement Only with the ERP package. Linking only with the CRM.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[All prices](https://xos.prozessx.com/en/pricing/)

## What this module handles for you.

01

### A customer file with five sections

Overview, payments, contacts, addresses and link all live in one file.

02

### Payment details and credit limit

Store the IBAN, SEPA mandate and a credit limit. Sales Orders checks the limit against the customer file, not the name.

03

### Multiple contacts and addresses

As many contact persons and addresses per customer as you like, each one can be created, edited and deleted.

04

### B2B or B2C, status and custom fields

Every customer has a type and a status (prospect, active, inactive, archived). You create custom fields yourself.

05

### Link to the CRM company

Search for the matching company in the CRM and link it. XOS points out similar companies so no duplicates are created.

06

### Invoice history at a glance

Once a CRM company is linked, you see its invoices directly in the customer file.

Sample process

### From new customer to order.

An example of how a customer moves through the ERP.

Create a customer with address and contact person

Add payment details and credit limit

Link the CRM company

Record an order for this customer in Sales Orders

Also in the chat: the Chat Agent can read and create customers. XOS rates changes to existing customers as higher risk.

## Related modules.

[CRMContacts, companies and deals in one place, always up to date.](https://xos.prozessx.com/en/modules/crm/)[Sales OrdersFrom quote through order and delivery note to invoice.](https://xos.prozessx.com/en/modules/sales-orders/)[Document GeneratorBuild, send and track quotes and invoices.](https://xos.prozessx.com/en/modules/document-generator/)[Product CatalogAll products and prices in one place.](https://xos.prozessx.com/en/modules/product-catalog/)

## Frequently asked questions.

Do I have to maintain customers twice if I use the CRM?

No. You link the CRM company to the customer file. XOS shows existing similar companies before you create a duplicate.

## See Customers in your daily work.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)