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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.
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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.
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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.
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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.