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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:
- Click on ‘Reports’.
- Once in the reports, click on ‘Statement of invoices and credit notes, customers and suppliers’.
- Select whether it is a customer or a supplier.
- Select the period for the report.
- Select one or more customers.
- Select one or more currencies.
- Select the document types.
- Select the document status.
- Once you have selected the options, click on ‘Confirm’.
- Click on the arrow to display the information.
- Click on the filter to change the settings.
- Click on the download icon if you wish to download the report.
- Select the download format.