Statements - Dashboard Actions

An admin and support maker can perform the following actions in the Statement tab:

• View Transactions of the billing period
• View, Email, and Download a Statement

👁️ View Transactions of a Billing Period

This can be used to view transactions happened on a particular billing period.

To view transactions of a billing period:

1. Log in to the issuer dashboard using the role-based credentials.

2. If a user is:

   • An admin maker: Click the customer to pay the bill.
   
   • A support maker: Click the customer, select any two customer details to authenticate, and click Submit.
   

3. Go to the Statements tab and click View Transactions against a particular statement to view a list of transactions.

📤 View, Email, or Download a Statement

This can be used to view, email, or download a statement.

To view, email, or download the statement of a billing period:

1. Log in to the issuer dashboard using the role-based credentials.

2. If a user is:

   • An admin maker: Click the customer to pay the bill.
   
   • A support maker: Click the customer, select any two customer details to authenticate, and click Submit.
   

3. Go to the Statements tab and click any of the following against a particular statement.

   • View: Click this to view the statement.
   • Email: Click this to email the statement to the registered email ID.
   • Download: Click the download icon to download the statement.