Download past statements from the customer portal

Your customers can download their past monthly statements as a PDF from the customer portal, at any time.

Before you start

• Monthly statements must be turned on for your business.
• The customer must have received at least one statement.
• The customer signs in to the portal using the link sent to their email.

Steps

1. Sign in to the customer portal.
2. Open Documents.
3. Open the Invoices tab.
4. In the Statements card, click the download link for the statement you want, for example Download September statement.

Result / verify

The statement PDF downloads or opens, and the customer stays signed in to the portal.