Counterparties
Add counterparty
To add a counterparty go to the menu item "Counterparties" and click on "Add counterparty".
After completing the form, click the "Save" button
Attention! After the contractor has been created, it will not be possible to change the "Company name" nor "NIP" number.
If for some reason the contractor has changed its name and tax identification number, it is necessary to create a new contractor in the system.
Edit counterparty
To view a list of all contractors, go to the "Counterparties" menu and click "List counterparties".
Clicking on the counterparty will open a form with information about the counterparty, as well as the possibility of changing his data.
After completing the form, click the "Save" button
Attention! After the contractor has been created, it will not be possible to change the "Company name" nor "NIP" number.
If for some reason the contractor has changed its name and tax identification number, it is necessary to create a new contractor in the system.
Information contained in the counterparty's profile.
The counterparty profile contains information such as:
- Number of invoices
- Number of active commitments
- Financial information
- Invoice statistics chart
- etc.
Invoice list
Agreemets list
List of commitments
