If a customer requests a copy of their financial statement, you are now able to download a copy from within their account by following these steps:
  1. Click People tab
  2. Search customer's name
  3. Click customer's name to open account
  4. Click Download Financial Statement button
  5. Select season(s)
  6. Click Download
Note: 1. To email financial statement to your customers, please see this article: Email Printable Customer Statements
          2. If you could not see the downloaded report, please disable Pop-Up Blockers in your browser. If you are still unable to download/export reports after trying to disable the Pop-Up blockers, please contact Support.
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           Pop-Ups 2