You can retrieve your monthly statements directly in ClientPay. Monthly statement summary reports are generally made available before the 5th of every month for the month prior. These statements are accessible by owners and admins.
To access your monthly summary, click your name in the top right corner of ClientPay. From here, click Statements. To view a specific statement, click Billing Statement to download a copy of the PDF. This statement will include any applicable fees associated with eCheck or card transactions, Pay Later (ClientCredit) transactions, as well as any chargeback, eCheck failure, or program fees.
If you had statements on our legacy billing system, these can still be accessed by navigating to Reports and then Monthly Summary.
If you have any questions understanding your monthly summary or have a question about fees, please contact your account manager or the sales department at (866) 985-2455.
Note: Monthly summary reports are currently only available to ClientPay customers based in the US.