How do I view and set up a document statement for a customer or supplier?

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’.Relevé_01
  2. Once in the reports, click on ‘Statement of invoices and credit notes, customers and suppliers’.Relevé_02
  3. Select whether it is a customer or a supplier.Relevé_03
  4. Select the period for the report.Relevé_04
  5. Select one or more customers.Relevé_05
  6. Select one or more currencies.Relevé_06
  7. Select the document types.Relevé_07
  8. Select the document status.Relevé_08
  9. Once you have selected the options, click on ‘Confirm’.Relevé_09
  10. Click on the arrow to display the information.Relevé_10
  11. Click on the filter to change the settings.Relevé_11
  12. Click on the download icon if you wish to download the report.Relevé_12
  13. Select the download format.Relevé_13
Statements provide a clear view of invoices issued, paid or pending, making it easier to send reminders and communicate with customers.