Partners – customers and suppliers

In Xena, customers, suppliers, debtors, creditors and employees are your “partners”.

Your customers and suppliers are your “partners” in Xena. A customer can often also be a supplier. All your employees are also “partners” in Xena.

 

Invite your partners to get the best of Xena

You can invite your partners to join Xena. Your partner can maintain his own data and see all his invoices, subscriptions and documents you share. He can also pay invoices online.

LEARN MORE: Invite partners with Xena Connect.

 

Add a partner

Most companies information are already available in Xena. You can add a partner whenever you need – directly from an order, when bookkeeping or from the menu (go to Sales > Partner > Create partner).

Type the name and Xena will give suggestions for who you might be looking for. Choose the right suggestion or type the information manually.

Adding a partner in Xena

 

Your new partner will be placed on the map. Xena tries to geo tag the partner based on the address. You can edit the address and other data by enabling edit mode.

A partner in Xena

 

All your partners are visible on a list and a map (go to Sales > Partner > Partner overview).

List of partners