Overview 

This guide explains how to generate a Statement for a Customer or Vendor in Moon Invoice. You can generate a statement by selecting a date range, transaction type, and export format.

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Steps to Generate a Customer or Vendor Statement

Step 1: Open the Moon Invoice App

• Open the Moon Invoice application.

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Step 2: Select a Customer or Vendor

• Navigate to one of the following:
  • Sales → Customers or
  • Purchases → Vendors.
• Select the customer or vendor for whom you want to generate the statement.

Customer: 

Vendor: 

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Step 3: Open Statement Window

• Click the Statement icon in the top-right corner.

Customer: 

Vendor: 

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Step 4: Select the Date Range

• Select the Start Date.
• Select the End Date.

Customer:

Vendor: 

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Step 5: Select the Transaction Type

• Select the required Transaction Type.

Available options include:

• All Transactions
• Outstanding.

Customer: 

Vendor: 

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Step 6: Select the File Format

• Select the required export format.

Available options include:

• PDF
• CSV
• XLSX
• XLS

Customer: 

Vendor: 

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Step 7: Generate the Statement

• Click Go.

Customer:

Vendor: 

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Important Notes

• Select the correct customer or vendor before generating the statement.
• Verify the selected date range before clicking Go.
• Choose the appropriate transaction type and export format based on your requirements.
• The generated statement can be downloaded, printed, or shared, depending on the selected format.  

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Expected Result 

A statement is generated successfully for the selected customer or vendor based on the chosen date range, transaction type, and file format.