Skip to main content

Editing customers or suppliers

Learn how to update and manage your business partner information, including company details, contact info, and delivery preferences

Maxime avatar
Written by Maxime
Updated over a month ago

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

  1. Search for the business partner to edit.

  2. Click on the three dots, then click Edit details.

  3. Edit the necessary details then click on Save.

What you can edit

  • Company information (name, VAT number, addresses).

  • Contact details.

  • Business relationship (customer/supplier).

  • Language.

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.

Did this answer your question?