How to Generate a PDF Statement for Customers and Suppliers in Tigg?
Step by Step guide on how to generate PDF Statement in Tigg
Shyam
Last Update 5 months ago
Tigg has introduced a feature allowing users to create professional PDF account statements for customers, suppliers, and other accounts. Here’s a step-by-step guide on how to generate and customize these statements:
Navigate to the Customer or Supplier Page: Go to the specific customer or supplier page where you want to generate the statement.
Select Export as PDF: Choose the "Export" option, then select "Export as PDF."
Configure Statement Settings: A list of customization options will appear (detailed below). Choose the settings you’d like for your statement.
Click Export: Once configured, click "Export." Your PDF will be generated and can either be downloaded or printed immediately.
Users can also create account statements in PDF format for other account types:
Go to Account Details Page: Navigate to the specific account’s detail page.
Follow the Same Steps as above for customers and suppliers to generate the PDF ledger statement.
| General Settings | |
| Date Range | Specify the start and end dates for the statement period. |
| Date Type | Choose the date format (AD or BS) to display in the PDF. |
| Display Configurations | |
| Item Details: | Choose to hide or display item details in the Description column. |
| Group by Subaccounts: | Group entries by subaccounts (available only for accounts other than customers or suppliers). |
| Reference: | Display or hide transaction references in the Description column. |
| Due Date: | Show or hide the due date for each transaction in the Description column. |
| Corresponding Account: | Option to show or hide the corresponding account for each transaction in the Description column. |
| Notes/Remarks: | Display or hide any notes in the Description column. |
| Page Number: | Include page numbers at the bottom of each page. |
| Horizontal Line: | Add a horizontal line after each transaction for clarity. |
| Contact Details | |
| Account Code: | Display the customer or supplier code alongside their name. |
| Address: | Include the address of the customer or supplier. |
| PAN: | Display the PAN of the customer or supplier. |
| Phone: | Show the phone number of the customer or supplier. |
| Email: | Display the email address of the customer or supplier. |
This feature provides Tigg users with a comprehensive and flexible way to share clear, customized statements with their customers, suppliers, and other accounts.