Suppliers statement

Part of Money.

A per-contractor statement: their quotes, payment stages, invoices and payments on one page, the way you would reconcile with them.

Methodology: The board is by phase; this is the same money by firm. It answers what a contractor is owed, what they have invoiced and what they have been paid, and is the view to have open when they ring about money.

Steps:

  1. Pick a supplier (or arrive from a contractor record with the supplier preselected).
  2. Read stages → invoiced → paid for each phase they work on.
  3. Record an invoice or payment from here when the conversation calls for it.
  4. Print or export the statement when they ask for one.

In the recommended process