Persons Statements

  1. Select "Person transactions"
    • After selecting "Person transactions", you will see a list of persons along with their account balances. Negative amounts indicate that the person is owed money by you (credit balance), while positive amounts indicate that the person owes you money (debit balance). For example, in the screenshots, Mr. John Smith must pay you $1500, while you must pay $400 to Mrs. Mary Shepard.
  2. Select the desired person to view his/her account details.
  3. To add a new transaction (invoice, discount, receipt/payment), use the options at the top of the page:
    • Receipt/Payment Receipts & Payments: Cash or bank transfer
    • Invoice Issue Invoice: Purchase, sales, and return invoices
    • Share Export and share the statement as PDF, HTML/Excel, or text
    • More Other operations, such as discounts
persons transactions