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.
NOTE: Printing is only available in the web browser. It is best to do the following steps in Chrome, Safari, or Firefox. If you are on the Enrollsy app, the system will direct you to log in to one of those browsers.
Step 1 - Transactions
Once signed in, click on Transactions from the Menu:
Step 2 - Printer Icon
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.
Step 2b - Open in Browser Window
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.
NOTE: Printing is only supported on Google Chrome, Safari, or Mozilla Firefox.
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.
Step 3 - Print Transaction Summary
Click the Printer icon at the top-right of the Transaction History, then select the Print Transaction Summary.
Step 4 - Select Dates
Select the dates of the Summary and click Load.
The system will direct you to print in one of the following browsers:
Step 5 - Print or Save as a PDF
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.
Step 6 - Export
Transactions can also be exported to a CSV spreadsheet by clicking the export button.
