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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 amount invoiced in the previous 12 months, in addition to the amount of actual invoices still unpaid.


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 of supplier invoices in the previous twelve months, in addition to the amount of possible invoice not yet paid.

If the Business Partner is both a client and a supplier, both parts above are shown.

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Sengerio SUPPORT | 2022