How to Download A/R Statements and how to Disable Email Statements

Method 1 -

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

2. Use the available filters to specify which statements to download. You can filter by Billing Date, A/R Enabled, A/R Type, A/R Balance, Auto-Reconcile, Card on File, and Email Verified. You can also use the search bar to locate a specific customer.

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

METHOD 2 - 

1. To access the ability to download all statements, log on to the Admin Portal and go to Accounting/A/R Statements.

2. To download a full month of A/R statements, click the download icon next to Monthly A/R Statements. Use the drop-down menus to select the desired 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. 

How to Disable Emailed Statements:

1. From the Accounting section, select A/R Statements.  Disable the toggle for Auto-Send Monthly 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.