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.
Tab Saldo on partners
On the Saldo tab of the partner, you can post payments, settle entries, and print account statements/posting lists.
Details on partners
On the partner in the Details box, you will find information about postings, orders, statistics, and much more.
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.