How can I view a customer or supplier statement?

You can view a statement for any customer or supplier in Wafeq through the reports section.

The statement displays all financial transactions within a specified time period, including invoices, payments, balances, and more.

To view a customer statement:

1. From the main menu, go to “Reports”.

2. Under the Sales section, select “Customer Statement of Account”.

3. Choose the customer and the desired date range from the filter options.

4. You can view the report directly or download it as a PDF or Excel file.

To view a supplier statement:

1. From the main menu, go to “Reports”.

2. Click on “All Reports”.

3. Under the Purchases section, select “Supplier Statement of Account”.

4. Choose the supplier and the desired date range from the filter options.

5. You can view the report directly or download it as a PDF or Excel file.