Customer & Supplier Statements
Track account activity - Generate detailed statements for customers and suppliers.
Overview
Statements provide a comprehensive record of all transactions between you and your customers or suppliers, including invoices, payments, and outstanding balances.
Customer Statements
Creating a Customer Statement
1
Access Reports
Go to Reports → Customer Statement
2
Select Customer
Choose the customer from the dropdown
3
Set Date Range
Select start and end dates for the period
4
Generate Statement
Click "Generate Statement" to view the report
Exporting and Sharing Statements
Once generated, you can:
- Export to PDF - Save for records
- Print - Print physical copy
- WhatsApp Share - Send directly to customer
- Share Link - Generate public link for customer access
Supplier Statements
Generate similar statements for suppliers showing:
- Purchase orders
- Payments made
- Outstanding balances
- Transaction history
Statement Information
Statements typically include:
| Information | Description |
|---|---|
| Opening Balance | Balance at start of period |
| Invoice Details | All invoices within the period |
| Payment Details | All payments received or made |
| Closing Balance | Final balance at end of period |
Tips & Best Practices
Regular Statements: Send statements regularly to maintain transparent relationships.
Date Ranges: Use consistent date ranges (monthly, quarterly) for clarity.