Whether you are an Admin user or a Customer logged into the Customer Portal, you can print payment receipts and account statements.

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See the steps below to learn how!

Step 1 - Find Transaction History

First, make sure you're in the right place. Customers can find their "Transaction History" from the menu > Transactions. Admins search for the Account scrolling 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. NOTE: Customer View will ONLY have "Create Receipts" listed in the menu.

Step 3 - Select Transactions

Select Charge Transactions to include as line items in the Receipt.

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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.

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Print a statement of Payments and Transactions from an Account's Transaction History. Both Admins AND Customers can print statements.

There are currently two options:

Step 1

Click the print icon and "Print Statement" at the top-right of the Transaction History.

Step 2

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.

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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.