> For the complete documentation index, see [llms.txt](https://docs.powerall.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.powerall.app/en/crm/contacts.md). # Contacts A partner is a company or person with whom your company has a 'relationship'. These are of course your customers (debtors) and suppliers (creditors), but can also be potential customers (prospects), employees or other contacts. ### Debtors and creditors A partner can be a debtor and/or a creditor. You can send invoices to debtors; you receive invoices from a creditor. Of course you can always mark a partner as a debtor or creditor, even if the partner already exists. This can be done in the partner details or directly when creating an order or posting a purchase invoice. For a debtor you can record additional settings such as the payment terms (number of days to pay), cash discount and whether the partner receives reminders and consolidated invoices. You record these settings in the partner details under the heading 'Debtor'. By default the general settings you configured at the administration level are used. So you only need to adjust the settings for a debtor if you want to deviate from the default settings. ### Delete, archive and block If a partner has not been used anywhere yet you can still delete it completely. In other cases deletion may no longer be possible, but archiving is. Archived partners are by default no longer shown in the overview. Use this option for example if a partner has gone bankrupt or you no longer do business with them. In addition you can also block a partner. This is a temporary option that you can use for example if you have a dispute or want to impose a delivery stop. Blocked partners can still be found in the overview. You can of course always unarchive and unblock a partner. The buttons to archive or block a partner can be found in the partner details as [action button](/en/general/interface.md#actieknoppen). ### Communication preferences Outgoing communication (for example invoices or reminders) is normally sent to the partner's general email address. There are cases in which you want to adjust this, for example because the customer wants to receive invoices at a specific email address. To adjust this use the 'Communication preferences' option. This becomes visible if a partner is a debtor or creditor. You can record preferences per process (for example sales invoice or reminder). If you do this you can specify a language and one or more email addresses. If you do this only the addresses set here are used. The general email address is not used in that case. ### Memo You can add a memo to a partner to record (important) notes. This memo is automatically displayed when creating a sales order, so relevant information is immediately visible during the order process. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.powerall.app/en/crm/contacts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.