Zoho Inventory
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Inventory

How to send out vendor statements?

You can send a transaction statement of a desired period to a vendor very easily.

To send out a vendor statement:

  • Navigate to the Contacts module.
  • Open your preferred vendor.
  • Click on the Statement tab below the vendor name.
  • This opens the Vendor Statement report.

Customer statement report

  • Note: Vendor Statements can only be published and sent out to contacts marked as Vendor.
  • Select the date range for the report.
  • You can share the statement by creating a PDF, take a print of it or sending by email to the contact by clicking on the respective icons. Note: All these options are available right on the top, above the report.

Sending customer statements