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Downloading Statements from the Payment Portal

How to configure the Payment Portal so customers can download their statements

Updated over a week ago

Configure Statement Availability

To determine which statements your customers have access to, select from the list of all statement templates in your company. You can always configure more statement templates if you need to.

These templates will be accessible to all authenticated users. If you want guest users to be able to access them, be sure to toggle on Download Statement under Guest Settings.

The name of your statement template will be visible to your customers, so make sure the name of your template is customer-facing.

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