Manage the business relationship with a business partner

To access the list of your business partners, click on the road or calculator icon in the main menu, and then on Business partners.

If the business partner is a customer, you can see the total amount for the bookings and invoices made to that customer in the last twelve months, in addition to the amount of any unpaid bills.

Configure the default data to use when invoicing this business partner regarding Chargeable Tax, Payment Method, Bank, and Deferred Days.

You can see an example in the following image.

If the business partner is a supplier, you can see the amount for the assigned bookings and invoices received from this business partner as a supplier, and the amount of the invoices unpaid. 

See an example below.

If it is both a customer and supplier, the previous parts are both shown.

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Sengerio SUPPORT | 2021