How to view & download the client statement and vendor statement?

Client/vendor statements give you a complete overview of all your transactions with a particular client or vendor.

Let’s see how to view, configure, and download your client/vendor statement on Refrens:**
Client Statements

1.1) Viewing the Statement

Go to Sidebar > Clients & Vendors > Clients & Prospects, then click on the client whose report you want to view:



1.2) Configure the Statement

If you only want to view particular types of transactions, you can go to the “Configure Client Statement” option to select the documents/transactions according to your preference:


1.3) Downloading the Statement

If you want to share the statement with your client, you can also download it in a shareable PDF format:



Vendor Statements

Vendor Statements work exactly like the client statements. Just go to the Vendors & Suppliers option from the sidebar to view and download your vendor statements with similar ease!

That’s it!

In case you still have questions, reach out to us at care@refrens.com or drop a message on our live chat for quicker assistance!

Updated on: 14/04/2025