How do I complete or send a purchase statement?

Updated 17 August 2026 09:41

Step 1 - Open Invoicing

Open the Invoicing tile. Under this tile, you will find several options.

Step 2 - Open the purchase statement

Here you will find the Purchase statement button. Clicking it will display an overview of your companies.

Step 3 - Open the company

You can open the desired company by clicking the Open button. This blue button is located on the right, next to the company name, in the Actions column.

You will then be taken to a screen showing an overview of the purchase statements that have already been created.

Step 4 - Open the purchase statement details and complete it

On the right-hand side, next to the purchase statement, you will find a blue Details button. Clicking it opens a screen where you can view the details of the purchase statement.

In the top-right corner, you will find the Status section. At the bottom-right of this section, you will find the Complete button. Clicking it completes the purchase statement and changes the status to Outstanding. You can then also credit it or mark it as paid.

Step 5 - Send the purchase statement

In the top-right corner of your screen, you will find the blue Send button. Clicking it allows you to send the statement as a PDF by email or send the data via PEPPOL. You can also select multiple options.

Send as PDF:

Send via PEPPOL: