Partner Details

The partner detail page shows all information about a partner and allows you to make changes.

Accessing Partner Details

Open a partner's details by:

• Clicking on a partner row in the list
• Clicking the View (eye) icon on a partner row
• Navigating directly to /partners/{id}

Page Header

The header displays:

• Partner name - The company or person name
• TIN - Tax Identification Number (if set)
• Delete button - Remove this partner
• Save button - Save changes (enabled when you modify data)

Entity Type & Role

Entity Type

Switch between:

• Company - Business entity with tax fields
• Person - Individual without tax requirements

Role

Toggle roles on or off:

• Client - For sales documents
• Supplier - For purchase documents

Both roles can be active simultaneously.

Default Discount

Set a discount that's automatically applied when creating documents for this partner.

Discount Type

• Percentage (%) - Percentage off the total
• Flat Amount ($) - Fixed amount discount

Discount Value

Enter the discount amount. For percentage, values 0-100 are accepted.

Note: The discount applies automatically but can be overridden on individual documents.

Basic Information

Edit the partner's core contact details:

Registration Information

For company partners, manage tax registration details:

This section only appears for Company type partners.

Address

Manage the partner's address:

Country Selection

The country field is a searchable dropdown:

1. Click the country field
2. Type to search
3. Select from matching results
4. Click to confirm selection

Bank Accounts

Store the partner's bank account information for payment reference.

Adding Bank Accounts

1. Click + Add next to "Bank Accounts"
2. Enter the Bank Name
3. Enter the Account Number or IBAN
4. Repeat to add more accounts

Removing Bank Accounts

Click the X button next to any bank account to remove it.

Use Cases

• Reference when making payments to suppliers
• Verify client payment details
• Store multiple accounts for different currencies

Custom Fields

Add any additional information specific to your needs.

Adding Custom Fields

1. Click + Add next to "Custom Fields"
2. Enter a Field Name (label)
3. Enter the Field Value (data)
4. Repeat for more fields

Example Custom Fields

Removing Custom Fields

Click the X button next to any custom field to remove it.

Saving Changes

The Save button in the header:

• Appears disabled until you make changes
• Becomes active when any field is modified
• Shows a loading indicator while saving
• Displays a success message when saved

All changes are saved together when you click Save.

Deleting a Partner

To delete the partner:

1. Click the Delete button in the header
2. Confirm the deletion in the dialog
3. You'll be redirected to the partners list

Warning: Deleted partners cannot be recovered. Ensure you no longer need the partner data before deleting.

Tips

Keep Information Current

Regularly update partner details to ensure documents have accurate information.

Use Custom Fields Wisely

Create consistent custom field names across partners for better organization.

Set Discounts Early

Configure default discounts during initial setup to streamline document creation.

Document Bank Details

Store bank information even for clients - useful for refunds and payment verification.

Next Steps

• Creating Invoices - Use this partner in an invoice
• Managing Partners - Return to the partners list
• Creating Partners - Add another partner