Keep your business partners' (customers and suppliers) information up to date by managing their details in Business Partners. You can edit company information or contact details whenever needed.
Editing business partners
Go to Business Partners.
Search for the business partner to edit.
Click on the three dots, then click Edit details.
Edit the necessary details then click on Save.
Tabs inside a business partner's profile
When you open a business partner, the profile is now organised into clearly labelled tabs. Each tab groups a specific kind of configuration:
Details: legal name, trade name, country, language, contact info, addresses, identifiers.
Bank accounts: the partner's IBAN(s) and other account information.
Delivery channels: how documents are sent to this customer (Peppol, Email, Banqup, etc.). Adding delivery channels.
Settings: administrative configuration kept separate from general contact info. Available on both customers and suppliers, it groups:
Default due dates (suppliers).
Default payment method (suppliers).
Trusted supplier toggle.
Self-billing customer and Self-billing supplier options. Self-billing in Banqup.
If you used to find the self-billing toggles under the partner's Edit details form, that's where the new Settings tab now lives. The toggles themselves are unchanged, only their location has moved.
Edit a partner from a document
You can also manage a customer or supplier without leaving the document you're working on. The context menu is available on documents in Draft, Awaiting Validation, and Validated states across all applicable apps.
Open the document to view its details.
In the customer or supplier section, click the three dots next to the partner's name.
Depending on the document type (purchase or sales) choose one of:
Edit supplier or Edit customer: open the partner details for editing.
Edit delivery channels: open the Delivery channels modal for this partner.
Update delivery channels: refresh the active delivery channels.
Set as trusted supplier (or Remove as trusted supplier): toggle the Trusted status.
Edit default payment method (purchase documents only): update the supplier's default payment method straight from the document's details, without leaving the page. Use this if the OCR picked up a payment method that needs correcting, or if the supplier's default is missing or out of date. The change applies to future documents that don't have an explicit payment method.
Change assigned partner: replace the linked partner on a non-structured document.
Changes saved here apply just as they do from Business Partners, so future documents pick up the updated information.
Marking a supplier as trusted
If you regularly work with reliable suppliers and want to speed up your invoice processing, you can mark them as trusted. When a supplier is marked as trusted, their invoices are automatically approved and bypass the normal approval workflow. You can mark a supplier as Trusted from the Settings tab as described below, or directly from the document's details context menu when you're already working on one of their invoices (see the section above).
This is useful for:
Long-term suppliers you work with regularly
Suppliers with consistent, predictable invoicing
Reducing manual approval steps for trusted business relationships
To mark a supplier as trusted:
Go to Business Partners.
Double-click on the supplier you want to mark as trusted.
Click the Settings tab.
Tick the box Mark [Supplier Name] as trusted supplier.
The supplier is now marked as trusted.
Important notes
Once changes are saved, the updated information will be used on future documents and draft invoices that have not yet been sent to customers. Past documents retain the information from when they were created. Note that some fields may not be editable if they come from official registers.
FAQ
Can I edit information for Peppol-registered companies?
Some information for Peppol-registered companies comes from official registers and cannot be edited. You can still update additional details specific to your relationship.
Will editing a partner's details affect existing documents?
No, changes only apply to future documents. Existing invoices and documents maintain their original information.
Can I have multiple addresses for one partner?
Yes, you can add a main address, a delivery address, and a billing address for each business partner.