Partners (customers, suppliers, employees)

Definition

A partner is an external entity involved in your accounting processes: a customer, supplier, or employee. Partners are required to post receivable, payable, and payroll-related entries and to drive reconciliation flows.

Purpose

• Serve as the reference entity for transactions in the accounting system.
• Maintain accurate accounting records by linking transactions to the correct accounts.
• Provide additional metadata such as contact information, payment terms, and tax information.

Relationships

• Always referenced by invoices. Possibly also in financial entries, and journal entries.
• Can have default ledger accounts for automatic posting in journal entries.

Endpoints

Clients

Method	Endpoint	Description
POST	Create Client	Create a client (customer)
GET	Get One Client	Retrieve a specific client
GET	Get Clients	List all clients
PATCH	Update Client	Update an existing client

Suppliers

Method	Endpoint	Description
POST	Create Supplier	Create a supplier
GET	Get One Supplier	Retrieve a specific supplier
GET	Get Suppliers	List all suppliers
PATCH	Update Supplier	Update an existing supplier

Employees

Method	Endpoint	Description
GET	Get Employees	List all employees

See also

• Accounts in journal entries
• Accounts in invoices