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 of the suppliers for whom you have expired invoices (together with Gross amount, Amount Paid, and Unpaid Amount) setting the current date as the reference default date.

To set a specific period, use the selection tool next to the name.
Click on the gray arrow and choose the time 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.

If you are looking at the expired invoices statements, you can view the statement for a supplier by double-clicking on the row, or clicking on the blue arrow beside the name of the Supplier.

Instead, if you are looking for a specific period, by double-clicking on the row (or clicking on the blue arrow) you will generate a statement.

The screen is divided into two parts: to the left, you can select Language and Layout, specify if you want to print or send the document, and write a custom email text or use the one 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.

All of the printed or sent documents are saved in the archives. To access them, click with the right mouse button on the supplier row and then on  Generated documents.

In the list you see all the documents sent with the possibility of filtering on the date of issue. Click on Open sent document to see the text of the email. You can also follow the events (for example, if it has been delivered or not, and when), by clicking on the little rectangle with three dots.

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Sengerio SUPPORT | 2021