1. Under main details you’ll find the company name, registration number, and VAT number (if applicable). For companies registered in the Estonian Business Register, the system retrieves this information automatically.
2. The partner role can be set as client, supplier, or reporting person. The “Reporting person” role is always linked to the “Private person” status. However, the “Private person” status may also be assigned to a client or supplier (for example, under a purchase and sale agreement).
3. In the detailed information section, address fields are automatically filled in using data from the Business Register when the client name is added. You can also enter an email address, phone number, and website. For suppliers, it is advisable to also enter bank account details, so that payment orders can be sent to the bank (via bank integration or SEPA file).

If a client or supplier is not registered in Estoniaread more here (in Estonian), the information must be entered manually.

1. Specifies the number of days until the sales invoice is due. If left empty, the system will use the number of days specified in Environment settings -> Invoice settings.
2. The number of days allowed by the supplier for the company to pay purchase invoices. If not specified, the payment due date is set to the invoice date.
3. If a fixed discount percentage is agreed with the client for every purchase, it can be specified here. The discount will then be automatically applied when entering invoices for that client.
4. Default language, here you can set the default language for the client, i.e., the language in which invoices will be generated and sent. The available languages can be managed under environment settings.
5. Invoice template, if you want to use a template different from the default for sending invoices to the client, you can link the invoice template here. This template will then be applied when creating new invoices for the client.
6. VAT class on sales, it is useful to specify this if the client requires an exception and the default VAT class is not used (for example, if you mainly sell metal products subject to the domestic reverse charge mechanism).
7. VAT class on purchases, this can be specified if there are exceptions related to the supplier and the default VAT class is not used (e.g. input VAT on car expenses).
8. Receivables account – there is no need to specify this if you record all receivables from customers in a single account (1210 Receivables from customers).
9. Liabilities account – there is no need to specify this if all amounts owed to suppliers are recorded in a single account (2310 Payables to suppliers).
10. Cost account – specifying a cost account makes entering purchase invoices easier. When selecting a supplier, their linked cost account will be automatically added to the line. The cost account can be changed on the purchase invoice if needed.
11. Buttons to open or close the data panel (triangle) or configure view (gear).

● When you receive invoices as e-invoices or digitized invoices, the VAT class and cost account from the supplier’s details are applied automatically, so you usually don’t need to change the invoices.

The Actions menu is broadly divided into two categories: data modification and settlement verification (balance statements, transaction statements (by period)), as well as adding documents.

Additional information:

• Notes
• Contacts
• Delivery aadresses