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Multiple types of statements are available, which include Full Statements, Historical Statements, Date Range Statements, & Automatic Statements.

Statements can be accessed from various places throughout the site, including the Main Menu, the Actions menu on a Client, and various other useful places.

Full Statements

Includes a full transactional history as well as a balance for each line item.

Historical Statements

Displays 30 Day breakdowns up to 120 days of data.

Date Range Statement

For paid accounts only.

Similar to a Full Statement, but only data between the selected dates are shown.

Automatic Statements

You can specify either full or historical statements to be emailed to selected clients on a specified day of the month.


Updated: Mon, 27 April 2015

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