Skip to main content

Download your Account Statement

Nolwenn Launay
  • Updated

Managing customer accounts effectively is crucial for a streamlined cash flow. With Upflow’s Account Statement feature, you can provide your customers with a comprehensive view of their invoices and transactions, making account management easier for everyone involved. This article explains how the feature works and how to use it effectively.

 

What is the Account Statement?

The Account Statement is a downloadable PDF document available to your customers through their Upflow customer portal. It provides a detailed list of invoices and transactions for a specific date range, along with the running balance for each transaction.

 

Managing the Account Statement

The Account Statement is enabled by default and can be found in your Upflow Settings.

  • Head to your Settings, Customer portal section.

  • Scroll down and locate the Account Statement.

  • Use the toggle to enable or disable the feature as needed.
    Account statement - enable or disable.png

  • This is an organization level feature. Once enabled, it applies to all your customers.

 

Downloading an Account Statement

Good to know

  • Language: The account statement will be based on your customer’s browser language.

  • File size: The file’s limit is 500 lines.

  • Currency: One currency is displayed in the statement today. In case of multiple currencies, we will display your organization default currency.

 

Download the file

When the feature is enabled, your customers can download their Account Statements directly from their portal. Here’s how:

  • From their customer portal, click "Download" at the top of their portal.
    • Click Account Statement

  • Select the appropriate date range for the statement.
    Account statement date range.png

  • Click Download to retrieve the Account Statement as a PDF file.

  • Key Details on the Statement:
    • Includes only sent invoices; unsent invoices are excluded and not visible in the portal or the statement.
    • Displays transactions relevant to the selected date range.
    • Shows a balance for each transaction within scope.

 

Here's an example of what a downloaded statement can look like:

Statement example.png

 

For businesses with customer hierarchies:

  • Parent Account Statements: Include all transactions from parents and child accounts.

  • Child Account Statements: Display only the transactions specific to the child account. Parent transactions are not included.

 

Any questions? Please submit a Support request at the top of this article.

 

Related articles