Statement#
The Section: Statement section provides access to billing statements and financial summaries.
Overview#
The Section: Statement section allows you to view, download, and manage billing statements for your account.
Accessing Statements#
To Access Billing Statements:
Navigate to the Billing category in the Item: Primary Sidenavigation.
Select Section: Statement from the dropdown menu.
Statement Features#
View Statements#
The statement page displays:
Current billing period statement
Historical statements archive
Statement summary information
Account balance details
Statement Types#
Available statement types include:
Item: Monthly Statements - Generated at the end of each month
Item: Quarterly Statements - Quarterly financial summaries
Item: Annual Statements - Year-end comprehensive statements
Item: Custom Period Statements - Generate statements for specific date ranges
Working with Statements#
Download Options#
You can download statements in multiple formats:
Action: Download PDF - Professional formatted statement
Action: Download Excel - Detailed transaction spreadsheet
Action: Download CSV - Raw data for analysis
Statement Details#
Each statement includes:
Account Summary - Opening and closing balances
Transaction Details - All transactions during the period
Fee Summary - Breakdown of all fees and charges
Payment History - Payments received during the period
Generating Custom Statements#
To Generate a Custom Statement:
Click Action: Generate Custom Statement.
Select the date range for your statement.
Choose the format and detail level.
Click Action: Generate to create your statement.
Note
Custom statements may take a few moments to generate for large date ranges or accounts with many transactions.
Statement Archives#
Historical statements are automatically archived and available for:
Past 7 years of monthly statements
Past 5 years of quarterly statements
All annual statements
Tip
Set up automatic statement delivery to receive statements via email as soon as they’re generated.