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View customer & supplier statements

A statement lists every posted transaction for one customer or supplier over a period, with a running balance from opening to closing.

Intermediate3 steps~2 min
1

Open the Customer Statement report.

The Supplier Statement works the same way for suppliers.

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Open the Customer Statement report.
2

Choose the customer and the date range.

Pick the customer whose statement you want and the period to cover.

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Choose the customer and the date range.
3

Read the statement.

It shows the opening balance, each transaction with a running balance, and the closing balance. Click a date to open its journal.

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Read the statement.

Reports are built from posted journals only. Drafts and reversed entries are excluded.