Client/vendor statements give you a complete overview of all your transactions with a particular client or vendor.
Let’s see how to view, configure, and download your client/vendor SOA on Refrens:
Client Statements
1.1) Viewing the Statement
Go to Sidebar > Clients & Vendors > Clients & Prospects, then click on the client whose report you want to view:
1.2) Configure the Statement
If you only want to view particular types of transactions, you can go to the “Configure Client Statement” option to select the documents/transactions according to your preference:
1.3) Downloading the Statement
If you want to share the statement with your client, you can also download it in a shareable PDF format:
2. Vendor Statements
Vendor Statements work exactly like the client statements. Just go to the Vendors &Suppliers option from the sidebar to view and download your vendor statements with similar ease!
That’s it!
In case you still have questions, reach out to us at care@refrens.com or drop a message on our live chat for quicker assistance!