FAQ: How Do I Generate Account Statements? (Version 2+)

Tanner Hirakida

Updated August 22, 2024 08:10

This tutorial covers the steps to generate account statements.
To get started, you have to login to CRM.
After logging in, click on the username dropdown on the upper right corner of the screen.
You will be directed to My Account tab/page.
Click on the Generate Statement button on the lower right of the screen.
Enter the date range you want to generate statement for in the pop up window.
Click on Generate after you enter the date range.
The statement will be downloaded in a PDF format to your device for you to view.

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