Statements
Statements
Navigate to Transactions > Statements from the side navigation menu. Here you can view a list of statements for the current account. Select the dropdown arrow next to a listed statement number to expand and view the transactions within that statement.
Within the table, select the row actions ⋯ to view options for the selected Statement. These options include Send Statement, View/Print, and Download.
You can filter statements by subscription associated with the account by selecting a subscription from the Filter by Subscription dropdown.
Note: Generating statements from the Generate Statement button is an upcoming feature that is scheduled to be added in a future release.
You can manually generate account statements directly from the Actions button by selecting Generate Statement. This allows you to create immediate statements for specific subscriptions and optionally email them to the customer in real-time.
Additionally, you can preview of the next scheduled statement before it is formally generated from the Actions button by selecting Preview Next Statement. This allows you to verify upcoming charges and balance details without needing to commit a permanent statement record or emailing the customer.