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Partners

Your customers and suppliers in the fiscal.

Partners – customers and suppliers

In Xena, all relationships – including customers, suppliers, debtors, creditors, and employees – are referred to as partners. These are managed collectively in the partner registry.

Tags for partners

tags, are a simple function in Xena that makes it easier to search and sort customers, suppliers, and employees.

Status of sent emails

Read here about how you can check the status of your sent emails.

Postings, Orders, and Balances on Partners

Inquiries on postings, orders, statistics, and balances for customers and suppliers

Settlement

This guide helps you understand and manage the settlement of entries in Xena – including both full and partial settlements, and how to cancel them properly.

Partial settlement/payment

You can partially settle postings on partners in several different places in Xena.

Partner reports

An overview of reports regarding partners.

Reminders

The reminder system in Xena is easy to use. Reminders are sent based on overdue invoices, and it can also handle the requirements for later debt collection cases.