Filter Billing Statements

The Statements page in the platform shows all statements that have been created for your account.

If you are looking for a specific statement, you can use filters to locate it easily. You can find a statement using criteria, such as statement ID, type (debit or credit), the date it was created, and status. You can also use other filters, such as agreement name, total sales price, and more.

This topic describes how to apply the two commonly used filters, including Type and Status.

Filtering statements by type

To view statements based on their type:

1. On the Statements page, select the Filter option in the table.

2. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Type.

   2. Set the condition to Equal.

   3. Choose the type of statement: Debit or Credit.

Finding statements based on type

1. Close the filter box. All statements matching your specified status are displayed in the table.

Filtering statements by status

To view statements based on their status:

1. On the Invoices page, select the Filter option in the grid.

2. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Status.

   2. Set the condition to Equal.

   3. Choose the required status from the list. Options include Error, Generated, Generating, Issued, Pending, or Queued.

Finding statements based on status

1. Close the filter box. All statements matching your specified status are displayed in the table.