Whether you are an Admin user or an Account Holder/Customer logged into the Customer Portal, you can print payment receipts and account statements.
See the steps below to learn how to print statement or receipts from the Admin portal. If you need to send your customers steps to print a receipt or statements, see the articles below:
How to Print Receipts
Step 1 - Find Transaction History
Search for the Account in the search bar, then scroll down to "Transaction History" under the Billing tab.
Step 2 - Create Receipt
Click "Create Receipt" in the menu to the right of a Payment Transaction.
Step 3 - Select Transactions
Select Charge Transactions to include as line items in the Receipt.
Step 4 - Print
Click "Print" in the blue banner at the bottom of your screen. Here you can send the Receipt to a printer or save it as a PDF to email.
About Account Statements
Print a statement of Payments and Transactions from an Account's Transaction History.
There are currently two options:
Transaction Statement
This statement shows (for a specified period) the following information:
Transaction Summary
This statement is a summary of all transactions made within a specified period and looks like this example:
How to Print a Statement
Step 1 - Find Transaction History
Search for the Account in the search bar, then scroll down to "Transaction History" under the Billing tab.
Step 2 - Print Statement
Click the print icon and "Print Statement" at the top-right of the Transaction History. Select the desired date range and click "Load" then "Print." Send the statement either to a printer or save it as a PDF to email.
Printing Tips
A frequently asked question we get is: I prefer not to print this to paper; I want a PDF or something to attach to an email message.
You can also export the transactions if you need to view something that doesn't show up on the statements. Just click the export icon (cloud with an arrow) to export all transactions to a CSV, which can be opened in a spreadsheet software such as Excel or Google Sheets.
How to add the Company tax ID
An Admin User can add it by going to My Company > My Company Settings.
Scroll down until you see the Tax ID Number. Enter it there and click Save Settings on the page.
