Whether you are an Admin user or a Customer logged into the company's online portal, you can print payment receipts and account statements.
See the steps below to learn how!
How to Print Receipts
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.
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. Both Admins AND Customers can print statements.
There are currently two options:
Summary: This statement is a summary of all transactions made within a specified time period and looks like this example:
How to Print a 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.
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.
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.