Customer and Supplier Statements of Account
Review contacts, opening balances, invoices, bills and payments and produce a statement of account for a selected period and currency.
Open customers and suppliersCheck the contact and period
Select the customer or supplier and confirm which transactions belong to them. Use one currency when reviewing a statement.
Trace the balance
If a customer opens at USD 100, receives a USD 200 invoice and pays USD 150, the closing balance is USD 150. Review the individual entries against those movements.
Share the relevant records
Download the statement in a supported format or use the statement email workflow after checking the recipient.