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Partner List

Partner List

On the Partner List page, you can manage the data of newly registered and previously added partners.

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The partner list is always displayed in alphabetical order. The following data fields are available: Name, Address, TRN Number, Partner Type, Phone Number and/or email address.

By clicking the Action icon, you can immediately issue a new document to your partner.

By clicking the Actions (three dots) button, you have the following options:

  • Delete: Remove the recorded partner's data.

  • Edit: Modify the entered partner information; changes can be finalized by clicking Save.

  • Expenses for Partner: Record new expenses for the partner or view previous ones using the filter.

  • Partner Documents: List all invoices previously issued to that specific partner.

  • New Document for Partner: The system navigates directly to the document creation interface, pre-filled with the partner's data.

  • Partner Profile: Access the most important income and expense data, documents, corporate, and financial information for the partner.

    • Note: The Partner Profile feature is included in the Pro plan. Displaying corporate information requires a Company Info (Céginfó) subscription, and automated monitoring requires a Partner Monitoring (Partnerfigyelő) subscription. These are also included in the Billingo One package.

Search and Filtering

By default, all partners are displayed. You can filter based on several criteria using the Filters button or use the keyword search bar. The search bar allows you to find partners by name, email address, trn number, comments, or any other word entered on the partner's data sheet.

Filtering Options:

  • Missing email

  • Missing tax number

  • Partner type: Supplier, Customer, or Both.

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You can record a New Partner at any time.