You can retrieve up to 24 months of prior monthly statements directly in ClientPay. Monthly statement summary reports are generally made available before the 5th of every month for the month prior. These reports are accessible by owners, admins, and any user who access to the reports functionality.
To access your monthly summary, click Reports from the left menu. Next, select Monthly Summary and select the account and date desired. After clicking View the statement is generated.
To download this report, click Print and then choose the 'Destination' as Save to PDF.
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.