Viewing a Supplier’s Account Statement

  1. Click on “Purchases” from the main menu.
  2. Click on “Manage Suppliers”.
  3. Click on the “View” button to the right of the desired supplier.
  4. Click on “Statement”.
  5. The system displays the supplier’s account statement with a set of actions:
    • Print: Print the supplier’s account statement.
    • PDF: Download the account statement on the operating platform in PDF format.
    • Email to Supplier: Send a copy of the account statement to the supplier via email
      • you need to make sure that you’ve added an email address to the supplier’s profile for this option to appear.
    • Add/ Edit Opening Balance: Add/ Edit a credit balance to the supplier’s account.