How to download a statement of account in the customer portal

Issue

Customer wants to download their statement of account or customer is requesting an account statement

Environment

All products

Solution

1. Login to your Customer Portal
2. Click on Billing on the top right hand corner of the webpage
3. Click on Invoices on the black menu on the left
4. Click on Email account statement button
5. Select the period for which you would like the statement account information from the dropdown menu
6. Click on Send
7. You will receive an email with a PDF and CSV copy of the requested statement in your email box.