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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.
All printed or sent document are saved in the archives. To access them, click on the right mouse key on the client row or click on the three dots icon at the bottom of the row and then on the word: 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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