In this section, you can manage the properties of your business partner.
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.
Here, you can assign the role to a partner. You can also assign both roles at the same time.
If you want to print and send your offers or invoices by mail, you can adjust a document layout to the letter envelope.
You can set a price list at the partner level that will be automatically used for sales documents.
You can add an internal remark to your business partner.
Last updated 1 year ago
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