How the shared supplier statement works in Quikpair

The page your supplier opens from the link, with no account.

Steps

1. Send them the statement.
2. They open it on Account Statement, with the opening balance, every transaction and the closing balance.

   

3. Quick Period offers this month, last month and so on; Custom Range takes their own dates.
4. Filter Transactions narrows it to purchases, payments or purchase returns.
5. Download PDF Statement saves a copy.

Good to know

• Before this period is the balance carried in, so a filtered view still reconciles.
• All settled shows when nothing is outstanding between you.
• The page carries your shop’s details, so Call, Chat and Contact Us reach you.