Customer and supplier records with balances, price lists and credit limits
Prospect keeps customers and suppliers in one partner list that every document uses. Each partner has tax identifiers, contacts, payment terms, a price list, an optional credit limit, and a profile with its documents and current balance. Partners are included in every plan, from 49 € per month per company.
What you can do
- Register a partner as a customer, a supplier or both.
- Store the EDB, EMBS, address, email, phone and contacts.
- Assign a price list, a default discount and payment terms per customer.
- Set a credit limit that sales documents are checked against.
- See the partner's documents, payments, open items and balance in one profile.
- Keep notes and tasks with an assignee and a due date.
- Import customers and suppliers from CSV or Excel.
How it works
- 1Read the guide
Create or import partners
Add a customer or supplier with its identifiers and contacts, or import the list from a file.
- 2Read the guide
Set prices and terms
Assign a price list, a default discount and payment terms; new documents use them automatically.
- 3Read the guide
Follow up
Use contacts, notes and tasks on the partner profile, next to its documents and balance.
Built in Macedonia for Macedonian companies
- Partner records include the EDB tax number and the EMBS registry number.
- The same identifiers are used on PDF documents and in eFaktura.
- Published documents keep a snapshot of the partner data, so later edits do not rewrite issued invoices.
- Access to partners is controlled by a separate Partners permission.
How it connects to the rest of Prospect
Prospect compared with spreadsheets and manual work
| Task | Prospect | Spreadsheets and manual work |
|---|---|---|
| Customer data | One record used by every document | Retyped on each invoice |
| Agreed prices | Price list applied when the customer is selected | Looked up in a separate file |
| Balance | Open items and statement on the partner profile | Calculated from invoice and bank lists |
| Follow-up | Notes and tasks with an owner and a due date | Spread across email and notebooks |
Frequently asked questions
- Is Prospect a CRM?
- No. Prospect offers lightweight contact tracking (contacts, notes and tasks) next to the operational record. It is not a campaign or sales-automation CRM.
- Can one company be both a customer and a supplier?
- Yes. A partner can be a customer, a supplier or both.
- Can I import my existing customers?
- Yes. Customers and suppliers are imported from CSV or Excel; only code and name are required. Unpaid invoices can be imported as opening balances.
- How do credit limits work?
- You set a limit on the customer. Sales documents are checked against it, and exceeding it requires a separate override permission.
- What happens to old invoices when I change a partner's details?
- Nothing. Published documents keep the partner data they were issued with.
Pricing
Partners is part of every Prospect plan: 49 € per month or 490 € per year per company, with all modules, eFaktura and multiple users at no extra charge.