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The Last week and Last month values represent the solar week and the solar month preceding the current ones. If needed, select Custom Period and specify the dates you need.
Keep in mind that as long as you do not press Apply, no changes to the list are made.
To generate a statement, click on the right mouse key on a row or click on the dots icon at the bottom of row and then on the words Generate Document.
Here below you can see how the printed statement document appears. In the top part will be the logo and information of your operator.
Supplier statements
Click on the calculator icon in the main menu and then on Statements.
Click on the blue arrow beside the title, and select Supplier statement.
This list shows by default all the suppliers with whom you have a commercial relationship (together with the gross amount, the collected amount and the unpaid amount.
You can filter by invoice date using the appropriate tool to select a period.
The Last week and Last month values represent the solar week and the solar month preceding the current ones. If needed, select Custom Period and specify the dates you need.
Keep in mind that as long as you do not press Apply, no changes to the list are made.
To generate a statement, click on the right mouse key on a row or click on the dots icon at the bottom of row and then on the words Generate Document.
The screen is divided into two parts: at left you can select Language and specify if you want to print or sent a document, and to write personalized text or change what was suggested by Sengerio.
Set a contact from those of the customer to automatically fill in the To field with the email of that contact. Finally, To the right, you can see a preview of the document.
Here below you can see how the printed statement document appears. In the top part will be the logo and information of your operator.
To review the printed or sent documents for a supplier, right-click on that supplier and click on Generated documents.
Keep in mind that for each supplier you will be able to view up to a maximum of 100 documents, the oldest ones will not be visible.
Keep in mind that for each supplier you will be able to view up to a maximum of 100 documents, the oldest ones will not be visible.
For each document you can see whether it was printed or sent by email, and you can reopen each document at any time.
Furthermore, in the case of email, the text of the email sent is shown and you can follow the events (such as the moment of delivery or opening of the email), by clicking on the rectangle with the three dots.
Furthermore, in the case of email, the text of the email sent is shown and you can follow the events (such as the moment of delivery or opening of the email), by clicking on the rectangle with the three dots.
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