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How do I download my statement(s) into PDF?

Follow the steps below to download your statement(s) into PDF:

1. Select the account you wish to download the statement(s) for.

  • For single account, proceed to Step 2.
  • For multiple accounts, click the green filter button on the top right section of the Dashboard and select the account you wish to download statements for.

2. On the Dashboard, click Financials.

3. Select Statements. Individual invoices included in your latest statement will then display by default.

4. To download your latest statement, click on the  icon and select Download latest statement.

5. To download statements from previous months, click on the date box and select a month.

6. Click on the  icon and select Download statement(s)

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