Preferences

In this section, you can manage the properties of your business partner.

Time tracking

Determine whether this partner is available for time tracking.

This option is only available if you use the Pro plan and have an active service module.

Role

Here, you can assign the role to a partner. You can also assign both roles at the same time.

Document layout

If you want to print and send your offers or invoices by mail, you can adjust a document layout to the letter envelope.

Price list

You can set a price list at the partner level that will be automatically used for sales documents.

Internal remark

You can add an internal remark to your business partner.