DOC-PTL-06 · Rev C
Documents & statements
Every invoice, credit note, quote, certificate and file across your orders and requests in one list — and a statement of account for any period.
01Why it exists
Month-end should not mean opening every order. Documents gathers what your supplier has issued you — tax invoices, proformas, credit notes, quotes, certificates of conformance — and what you uploaded, with a download for each.
02Find a document
Filter by group — invoices, credit notes and quotes; quality certificates; your uploads — search by order, invoice or quote number or file name, and narrow to a date range. Export the filtered list as a CSV for your records.
03Statement of account
Pick a period and open the statement as a PDF: invoices, payments and credit notes in date order with a running balance, and what is outstanding today, aged. It defaults to the current month. If your supplier has monthly statements switched on, the same statement for the previous month arrives at your accounts email on the first of the month whenever something is owing.
See also
Track every order through its journey: Received → In production → QC → Invoiced → Shipped → Completed.
Order on Net 30 terms instead of paying by card. Apply here; once approved your limit, balance and available credit all show live.
Your organisation's details and delivery address — these pre-fill checkout and appear on your order documents.
Not covered here? Ask us — we answer, and the answer usually becomes a page.
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