Partner Management

In Effici, "partners" is the term for all external parties you work with — clients, suppliers, subcontractors, and contacts. Partner records are the foundation of your commercial documents: every quote, order, and invoice is linked to a partner.

Add a partner

  1. Go to Partners and click New partner
  2. Choose the type:
    • Client — companies or individuals you invoice
    • Supplier — vendors you pay (useful for expense tracking)
  3. Fill in the details:
    • Company name and legal name (if different)
    • Address (used on invoices — must match the client's billing address)
    • VAT number (for B2B invoices in VAT-registered countries)
    • Payment terms (default for this client's invoices)
    • Currency (if different from your default)

Add contacts

Each partner can have multiple contacts — individual people at the company:

  • Name, email, phone
  • Role (e.g. Finance, Project Sponsor)
  • The contact to use as the invoice recipient

When you send a quote or invoice, Effici uses the primary contact's email by default.

Import partners via CSV

If you're migrating from another system, you can import partners in bulk:

  1. Go to Partners → Import
  2. Download the CSV template
  3. Fill in your partner data
  4. Upload and map the columns
  5. Review and confirm the import

The import supports company name, address, VAT number, payment terms, and contact details. Duplicates are detected by company name and VAT number.

Use partners in documents

Once created, partners are available in the client selector when creating:

  • Quotes
  • Orders
  • Invoices
  • Projects

Their address, VAT number, and payment terms populate automatically — no re-entry required.

Edit and archive

You can edit a partner's details at any time. Changes apply to new documents; existing documents retain the details they were created with.

Partners that you no longer work with can be archived. Archived partners don't appear in selectors but their history is preserved.

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