Before your customers start using their accounts, log in to your test customer account and try printing a receipt and a statement yourself. This shows you exactly what your customers will see, so you know what's available to them and can confidently help if they run into questions.
Printing a Receipt
Follow these steps to print a receipt from the Transaction History page.
Step 1 — Navigate to Transactions
Go to the Transactions page and find the transaction you want to print a receipt for.
Step 2 — Create the Receipt
Select the three dots beside the transaction, then choose Create Receipt from the menu that appears.
Step 3 — Print or Download
Select Print twice to open the print window. From there, you can print the receipt or download it as a PDF.
Printing a Statements or Tax Document
Follow these steps to print a statement or tax document summary.
Step 1 — Open the Transaction Summary
From the Transaction History page, select the Printer icon in the top-right corner, then choose Print Transaction Summary.
Step 2 — Select a Date Range
Choose the start and end dates for the summary, then select Load.
Step 3 — Print or Save as a PDF
Select Print twice to open the print window. From there, you can print the statement or save it as a PDF.