1. Home
  2. Knowledge Base
  3. Statements
  4. Supplier period statements

Click on the calculator icon in the main menu and then on Statements.

supplier period statements - menu

 

 

 

Click on the blue arrow beside the title, and select Supplier period statements.

supplier period statements - menu item

 

 

 

This list show Gross amount, Amount paid, and Unpaid amount for each supplier in a defined period.

supplier period statements - list

 

 

 

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

supplier period statements - period selector

 

 

 

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.

supplier period statements - custom period

 

 

 

To generate a statement, double click on the row, click on the blue arrow beside the name of the Supplier, or right click (or hold, on the tablet) and select Generate statement.

The screen is divided in 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.

supplier period statements - print

 

 

Here below you can see how the printed statement document appears. In the top part will be the logo and informations of your operator.

supplier period statements - document

 

 

 

All printed or sent documents are saved in the archives.  To access them, click on the words Generted documents inside the menu.

supplier period statements - generated documents

 

 

 

In the list click on the envelope icon to view the sent email text and to follow the events (for example, if it has been delivered or not).

supplier period statements - track emails

Was this article helpful?

Related Articles