Partners

Partners are the clients and suppliers you do business with. Managing partners effectively is essential for creating invoices, quotes, and bills in Delfis.

What is a Partner?

A partner in Delfis represents any business entity or individual you have a commercial relationship with:

• Clients - Customers you sell goods or services to
• Suppliers - Vendors you purchase goods or services from
• Both - Partners who serve both roles in your business

In This Section

• Partners Overview - Understanding partners and roles
• Managing Partners - List, search, and filter your partners
• Creating Partners - Add new clients and suppliers
• Partner Details - View and edit partner information

Quick Start

1. Navigate to Partners from the sidebar
2. Click Add Partner to create your first partner
3. Choose whether it's a Company or Person
4. Set the role: Client, Supplier, or both
5. Fill in the contact and business information
6. Click Save to finish

Partners you create will be available when creating invoices, quotes, and bills.