How do I provide payment receipts and statements to my customers?
Support HomeWhether you are a company admin user or you are a customer logged into the company's online portal, you can print payment receipts and account statements.
See steps below to learn how!
Note: Currently, this print functionality is only available from the website application (logged in on an internet browser like Chrome or Safari). It is not available within the iOS and Android mobile apps.
Note: How do I get my tax ID number on these documents? You can add it by going to My Company -> COMPANY tab -> Tax ID Number -> Enter it there and click Save on the page.
First, make sure you're in the right place. From the company's online portal, customers can find their "Transaction History" by going to:
- Top-right menu button -> Transactions
Receipts
From an account's transaction history, you can print a payment receipt.
Account Statements
From an account's transaction history, you can print a statement of payments and transactions.
Printing Tips
A frequently asked question we get is
I don't want to print this to paper, I want a PDF or something to attach to an email message
