In order to have some fields related to finance auto-populated (for example - payment terms, contacts etc), the following fields in the partner's record should be updated:

Go to the partner record and click on the accounting tab:

- Accounting user - from company users

- Accounting contact - enter email addresses of the invoice recipients at the customer/supplier

- Billing address (supplier or customer) - if other than main address

- Credit (Supplier or customer) - The amount of credit

- Credit validity (Supplier or customer) - Date of credit agreement expiration

- Payment terms (Supplier or customer) - drop down list, based on terms in the accounting menu

- ROE margin - will be auto populated based on company configuration, but can be changed on partner level (presents % above/below ROE)

- Default invoice printout - dropdown list of all invoice printouts.  Can be pre-defined on customer level.