How to consult and set up the Invoice and credit note statement, customers and suppliers (open workstations)

Left menu > Reports

Find out how to view and configure a document report for a customer or supplier by following the steps below:

1. Click on ‘Reports’.
2. Once in the reports, click on ‘Statement of invoices and credit notes, customers and suppliers’.
3. Select whether it is a customer or a supplier.
4. Select the period for the report.
5. Select one or more customers.
6. Select one or more currencies.
7. Select the document types.
8. Select the document status.
9. Once you have selected the options, click on ‘Confirm’.
10. Click on the arrow to display the information.
11. Click on the filter to change the settings.
12. Click on the download icon if you wish to download the report.
13. Select the download format.

Statements provide a clear view of invoices issued, paid or pending, making it easier to send reminders and communicate with customers.