Party Statement

Generating a Party Statement

A Party Statement shows the complete transaction history with a specific customer or supplier:

1. 1Go to Reports > Party Statement from the sidebar
2. 2Select the customer or supplier
3. 3Choose the date range
4. 4The statement shows all invoices, payments, credit/debit notes, and running balance
5. 5Export or print the statement to share with the party

Understanding the Balance

The running balance shows the net amount owed at each point in time. For customers, a positive balance means they owe you money. For suppliers, a positive balance means you owe them money. The closing balance should match your books.