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Manage Statements

This section describes how to filter, sort, view, and download billing statements, make a payment, and view product pricing details.

Filter Billing Statements by Date Range

Follow these steps to filter billing statements by date range:

Open the date filter

Click the Last 12 months drop-down menu in the Billing statements section.

Select a time period

Select from pre-defined time periods:

  • Last 3 months
  • Last 6 months
  • Last 12 months
  • Custom date range

Set a custom range

If selecting Custom, choose your desired start and end dates.

Apply the filter

Click Apply to filter the results.

Filter Billing Statements by Status

Follow these steps to filter billing statements by payment status:

Open the status filter

Click Status: All under the Billing statements header.

Select statuses

Check the box or boxes for the status types you want to view:

  • Paid
  • Pending

Review the results

The table automatically updates to show only statements matching your selection. You can also select multiple statuses.

Sort Billing Statements by Column

Follow these steps to sort billing statements by column:

Sort by a column

Click the two-arrow icon next to any column header to sort.

  • Bill Number: sort alphabetically or numerically.
  • Amount: sort from lowest to highest or highest to lowest.
  • Created Date: sort from oldest to newest or newest to oldest.
  • Due Date: sort by upcoming or past due dates.

Toggle sort order

Click the icon again to toggle between ascending and descending order.

View a Billing Statement

Follow these steps to view the details of a billing statement:

Find the statement

In the table, find the billing statement you want to view.

Open the Actions menu

In the Actions column, click the three-dot menu icon.

View the bill

Select View Bill from the drop-down menu.

Result: The billing statement opens, showing detailed line items and charges.

Download a Billing Statement

Follow these steps to download a billing statement as a PDF for your records:

Open Billing

Click the Billing tab.

Confirm the Overview tab

Confirm that you are on the Overview tab.

Find the statement

Find the billing statement you want to download.

Open the Actions menu

In the Actions column, click the three-dot menu icon.

Download the bill

Select Download bill from the menu. The billing invoice opens as a PDF in a new browser tab.

Save the PDF

Use your browser's save function to save the PDF to your computer.

Result: The billing statement is saved to your computer as a PDF file.

Download and save your billing statements regularly for your accounting records and tax purposes.

Make a Payment

Follow these steps to make a payment on an outstanding balance:

Open the Overview tab

Click the Overview tab.

Review your balance

Review your current balance displayed at the top of the page.

Start the payment

Click the Make a payment button.

Submit the payment

Follow the payment process to submit your payment using your configured payment method.

Result: You receive confirmation once the payment is processed.

Payments are typically processed within one to two business days. Your balance updates once the payment has been successfully processed.

View Product Details

Follow these steps to view pricing details for a product:

Open Billing

Select the Billing tab.

Open Products and Pricing

Click Products and pricing.

Find the product

Find the product you want to learn more about.

Expand the product card

On the right side of the product card, click the expand arrow (^) to view detailed pricing tiers.

Collapse the details

Click the arrow again to collapse the details.

Result: The product card expands to show detailed pricing tiers and line items.

Last published: September 29, 2026