| | Description | Produce supplier statements to show your account position and help track your account balance. By default, the statement shows all transactions and total invoiced within a date range. Change style to show only outstanding transactions. The supplier statements also show the amount you’ve paid and the amount you still owe at the end of the period specified. |
| Resolution | To choose the supplier statement style- Go to Settings, then Business Settings, and then Statement Settings.
- Under the Supplier Statement Type list, select one of the following:
- Outstanding items only to display only outstanding transactions on your supplier statements
- All Activity if you want your supplier statements to show all transactions
- Click Save.
To produce a supplier statement- Go to Contacts, then click Suppliers.
- Click the relevant supplier.
- Click Manage, then click Statements.
- In the To box, enter the date you want to run the statement to. Then click Calculate.
- To produce a PDF of the statement, click Manage Statement then Print.
The PDF opens in a new window or tab, depending on your browser. You can print or save it from the browser's file menu. - To produce a CSV file, click Manage Statement then Export to CSV file.
Depending on your browser, the file downloads automatically to your Downloads folder or prompts you to save it.
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