Statements & Reports:

Downloading E-Statements

Within the Payments tab, you will see a sub-section labeled "Statements & Reports" that will allow you to download statements, create reports, and access information on scheduled report downloads.

 

To download an E-Statement, type in a specific Merchant Number. Choose the type and the time period (monthly or annually).

 

You will have the option to download the E-Statements in a .PDF format or as an .XLS spreadsheet.

 

Note: For newly enrolled users, e-statements will be available starting the following month after enrollment.

Screenshot of options for downloading E-Statements
Screenshot example of .XLS downloadable e-Statement

Example of .XLS downloadable E-Statement

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