How to Export a Partner Statement

  1. From the left-hand menu, navigate to Partners.
  2. Select the Vendor or Customer for whom you want to export a statement.
  3. Click on their Name to open their details page.
  4. On the partner's page, click the 'Action' button in the top-right corner.
  5. From the dropdown menu, select 'Export Statement'.

Written by

Alexandra Kyriacou