Menu

Create Partner

New Partner

You can add your partners to the system under the Partners / New Partner menu. Billingo allows you to record both companies and private individuals.

image-20260506-171159.png

Partner Data Sheet

On the partner data sheet, you can provide the following information:

Basic Data

image-20260506-171408.png

  • Partner Type: Select whether the partner is a Company or a Private Individual.

  • Partner Name: Enter the official name of the partner.

  • Email Address: The address where the document notifications will be sent.

  • TRN Number: For companies, this is essential for proper invoicing.

Address Details

image-20260506-171442.png

  • Country, Emirate, Area, and Address: The official billing address of the partner.

Additional Data

  • Default Payment Method: You can set a specific payment method (e.g., Bank Transfer, Cash) for the partner, which will be automatically selected during invoicing.

  • Default Payment Due (Days): You can define a unique payment term for the partner.

  • Default Document Language: Select the language in which the partner should receive their invoices.

  • Default Currency: Set the currency (e.g., HUF, EUR, USD) used for this partner.

  • Default Discount (%): If you provide a regular discount to the partner, it can be recorded here.

Visible On (Income/Expense side)

You can define where the partner should appear:

  • Visible only on income side: For customers you issue invoices to.

  • Visible only on expense side: For suppliers whose invoices you record.

  • Both: The partner will appear in both lists.

Saving the Partner

Once you have filled in the necessary fields, click the Save button. The partner will now appear in your Partner List and will be searchable during the document creation process.