š Overview
Learn how to explain the annual statements feature to your customers so they can access and download their year-end financial summaries.
Your customers now have the ability to download annual statements by provider, organized by calendar year. This feature complements the existing Orders page and provides customers with a consolidated view of all transactions and recurring payments within a single year.
While you cannot send statements directly to customers, you can direct them to access the Annual Statements section in their account, where they can review and download detailed year-end summaries for their records, accounting, or tax purposes.
š§āš» How Customers Access Annual Statements
Learn how your customers can locate and download their annual statements through two convenient pathways.
Customers can access the Annual Statements page in two ways:
Access Method 1: Account Navigation Menu
Customers logged into their account will see a link to Annual Statements. They'll need to click the profile icon followed by selecting My Profile.
Access Method 2: My Account Sidebar
Customers can also find a link to the Annual Statements page in the left-hand navigation of the My Account section.
Once customers click on Annual Statements, they will see a list of downloadable statements, grouped by year of purchase. They can select any year to view and download their statement as a PDF.
š What's Included in the Year-End Summary Report
Learn what information is contained in the PDF report your customers will receive.
When customers click to download their annual statement, they receive a PDF report that includes the following sections:
Report Header Information
Report Date: The date on which the report was downloaded
From Section (Provider Information):
Provider name
Provider address
Provider phone number
Tax ID (if set up by the provider)
Note: Any missing information will appear blank, which may affect formatting. If a tax ID is blank, the provider has not enabled the setting to share it with customers.
For Section (Customer Information):
Customer name
Customer address
Customer phone number
Transaction Details
The report includes a table of all transactions made during the calendar year, with the following columns:
Date
Order number
Student(s) name
Activity
Payment type
Payment amount (or refund amount if applicable)
Transactions are sorted chronologically from oldest to newest.
Report Summary
Annual Total: Shows the total amount paid or credited for the year
Report Footer: Includes provider name, phone number, and email address
The email used is the provider's reply-to email address, if set up
If no reply-to email is configured, the default is the email address on file for the provider account
What's Not Included
The report does not include:
All transactions combined across multiple providers (if the customer uses more than one provider)
Itemized payments or refunds by individual activity
Credits or adjustments outside the specified calendar year
š” Tips for Providers
Share this feature with your customers: Consider mentioning the annual statements feature in your year-end communications or customer emails. Customers often need documentation for accounting, tax planning, or FSA reimbursement purposes.
Review your setup: Ensure your provider information is complete in your account settings, including tax ID (if applicable) and reply-to email address. This information will appear on customer statements.
ā Frequently Asked Questions
Find answers to common questions about the annual statements feature.
Can I send annual statements directly to my customers?
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No. Customers must log into their account to access and download their annual statements. You cannot send statements on their behalf, but you can let them know the feature is available and point them to the My Account section.
Will the annual statement include transactions from before this feature was launched?
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Yes. The annual statement is organized by calendar year and includes all transactions processed during that year, regardless of when the statement download feature became available.
What if a customer's address or name is missing from their statement?
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Customer information on the statement pulls from their profile data in the system. If information is missing or incomplete, the customer should update their profile information, and future statements will reflect the changes.
Can customers download statements from multiple years?
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Yes. Customers can access the Annual Statements section and download statements for any year in which they had transactions with your business.
Why is my tax ID not appearing on the customer's statement?
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The tax ID only appears on customer statements if you have enabled the setting to share it. Verify in your account settings that you have entered your tax ID and enabled sharing with customers.
Should I provide guidance to customers on how to use these statements?
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Yes. Many customers use annual statements for accounting records, tax filings, or FSA reimbursement claims. Consider including a brief mention in your year-end communications explaining that statements are available and how to access them.
Are annual statements the same as invoices?
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No. Annual statements are year-end summaries organized by calendar year. If you use invoicing, customers can view invoiced orders separately through the Orders page.