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August 12, 2020
Question

If a customer gives me a statement number can I look up that statement?

  • August 12, 2020
  • 1 reply
  • 2 views
No text available

1 reply

August 12, 2020

Hello Roecook,

 

If a customer has provided you with a statement number, you can use the following steps to search for that statement:

  1. Select the Search field at the top-right of your screen
  2. Select the Advanced Search option
  3. Change the transaction type to Statements
  4. Change the search criteria to Statement No.
  5. Search for the statement

This should allow you to search for the specific statement you were after.

 

-Ken