How to Download A/R Statements

This article will explain how to download A/R statements. This functionality has been expanded and there are now TWO ways to download A/R statements from the Admin Portal

METHOD 1 - NEW METHOD

1. To access the new method to download statements with enhanced filtering, log on to the Admin Portal and go to Accounting/A/R Statements

2. There are several filters that can be applied to tell the system which statements to download. These filters include Billing Date, A/R Enabled, A/R Type, A/R Balance, Auto-Reconcile, Card on file, and Email Verified.

Once you have selected the desired filters, click Download A/R Statements at top-right.

METHOD 2 - PREVIOUS/ORIGINAL METHOD

1. To download A/R statements, begin by navigating to the main property page in the admin portal. Select DOWNLOAD next to the A/R statements heading in the middle of the page.

2. The download AR Statements window will appear, use the drop-down menus to select the applicable month and year, then click DOWNLOAD in the top right corner.  3. A zip file will contain A/R statements for each of your customers. Repeat these steps to download customer A/R statements. 

If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.