How to Print Statements, Receipts & Invoices

These instructions are from the Customer Portal. If you are an Admin, please click here to learn how to view or print a statement for an Account Holder.

If you are a Primary Account Holder or Secondary Account Holder with access, please follow the steps below to print a statement of transactions. This statment can be used for tax purposes.

Once signed in, click on Transactions from the Menu:

Click the Printer icon at the top-right of the Transaction History. If you are on the Enrollsy app, see Step 2b below. Otherwise, continue to Step 3.

If you are using the Enrollsy app, the system will direct you to open Enrollsy in a browser. You will need to use one of the browsers shown in the message below. Click "Open in Browser to Print" to open Enrollsy in a web browser.

You will also see a message asking if you want to open the link on an external page in your browser. Click OK.

After that, you will be redirected to the sign-in page. Sign in again using your login credentials. Continue to Step 3.

Click the Printer icon at the top-right of the Transaction History, then select the Print Transaction Summary.

Select the dates of the Summary and click Load.

The system will direct you to print in one of the following browsers:

Select Print on the next screen. Then choose either "Save as a PDF" or print the document from the Print screen. After printing it as a PDF, you can email the statement as an attachment.

Transactions can also be exported to a CSV spreadsheet by clicking the export button.

f you are a Primary Account Holder or Secondary Account Holder (with access), please follow the steps below to view or print one or more Invoices.

Once signed in, click on Home from the Menu:

On the Home page at the top, you will see a list of Current, Paid, and/or Future Invoices (depending on if your company allows these to be seen in the customer portal). Click on "View" beside one of these invoices to see all the invoices.

Next, select on the left-side all the invoices you want to print or download.

Click the Printer icon at the top-right. You may have to scroll over to find the printer icon. Select Print on the next screen. Then choose either "Save as a PDF" or print the document from the Print screen. After printing it as a PDF, you can email the statement as an attachment.

If you are on the Enrollsy app, The system will direct you to open Enrollsy in a browser. You will need to use one of the browsers shown in the message below.

Click "Open in Browser to Print" to open Enrollsy in your default phone browser.

You will be redirected to the sign-in page. Sign in again using your login credentials. Go through Steps 1 through 4 above again.

To download the invoices as a CSV, click the export icon (you may need to scroll over to view the icon). This will download the invoices to a CSV, which can be opened in Excel or Google Sheets (or any other spreadsheet software).

It's easy to print a receipt in the Customer portal accessed via a web browser either on a computer or phone.

To gain access to the Customer Portal on a browser, ask your Admin for the "Account Sign In" link. Follow these steps to print a receipt for any transaction:

Navigate to the Transactions page. Find the transaction you want to print a receipt for.

Select the three dots beside the transaction. From the options that appear, select 'Create Receipt.' This will open the receipt in a new window.

Select Print to open up your Print Window. You can print it or download it as a PDF.