How to get a statement for a customer or supplier

Step by step

How to get a statement for a customer or supplier in Wink You, step by step.

1. 1

   From your dashboard, open the menu on the left, and choose Wink Accounting.

2. 2

   Under Sales, choose Statements.

3. 3

   Under Account type, choose Customer or Supplier. Here, a supplier.

4. 4

   Choose who the statement is for.

5. 5

   Set the From and To dates.

6. 6

   Click Show statement.

7. 7

   It starts from the opening balance, then lists every bill and payment, with the balance after each.

8. 8

   The closing balance is what is still owed. Below, it is split by age.

9. 9

   Click Print or Export CSV to share it, for example to check it against the supplier's own.

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