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How do I generate vendor account and memo statements?

Learn how to generate and download account statements or memo statements from a vendor record.

Use the Account Statement button on a vendor record to generate a PDF statement for open invoices or open memos.

You can choose the statement type, statement date, and store before downloading the PDF.

Choose a statement type

Pavilion has two vendor statement types:

  • Account Statement: Shows open invoices for the selected vendor.

  • Memo Statement: Shows open memos for the selected vendor.

Both statement types reflect the selected statement date and store.

Generate a statement

  1. Open the Vendors tab.

  2. Open the vendor record.

  3. Select Account Statement in the top-right corner of the vendor record.

  4. Select the Statement Type:

    • Account Statement

    • Memo Statement

  5. Confirm the Statement Date, or change it if needed.

  6. Select the Store the statement should apply to, if needed.

  7. Select Download PDF.

After the PDF downloads, you can review, save, or share the statement as needed.

What the statement includes

The PDF includes open documents for the selected vendor based on the statement type, date, and store.

  • An Account Statement includes open invoices.

  • A Memo Statement includes open memos.

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