Send your suppliers a statement of all their reservations within a date range with the Supplier Statement. Only reservations with a supplier balance will be displayed, streamlining the process of notifying suppliers of outstanding commissions. Run a summary to view reservation data grouped by Supplier. This report is found under Reports > Tres Defined.
Supplier Statement
Toggle between the Statement and Summary with the appropriate button.
Use the Supplier filter to fetch a statement for a single Supplier. Enter a date range in the Commission Due Date Range filter. This filter defaults to a range from the beginning of time to todays date. Note: commission due date is calculated from the Supplier Payment Rules in the Supplier profile. Click here to learn more about setting supplier payment rules.
Click Search.
The Statement List on the left displays each Supplier and the email address from their profile that has been marked as Supplier Billing in the Contact dropdown menu.
Clicking on their name displays their individual Supplier Statement. You may see multiple Suppliers in this list if you left the Supplier filter blank.
Reservations with outstanding commission within the date range selected are displayed, along with totals for total fare, commission, balance due, and any foreign currency commission. Any supplier statement remarks set under Agency Settings will display at the bottom of each statement.
The statement is branded to your agency, with the name and contact information of the Supplier.
Export, email, print as a pdf, or view in a new web tab with the appropriate buttons.
Supplier Summary
Toggle between the Statement and Summary with the appropriate button.
The Supplier Summary displays all the same data from the Supplier Statement on a single report. Clicking on the Supplier name will expand the row to view all reservation details.
Export or print the report with the appropriate buttons.