A statement is a billing document you receive at the end of your billing period, along with your invoice PDF.

Statements are issued as Excel files. They contain a detailed view of your invoice data, including individual charges, subscriptions, and orders for the billing period.

An Excel statement contains the following tabs:

• Summary – Shows objects associated with the statement (for example, agreement, licensee, and orders) with links to open them in the platform.

• Charges – Shows charges and subscriptions for the billing period. You can also see individual items, quantities, and prices. If split billing is enabled, you can view allocation percentage and estimated license count (ELC) details.

• Orders – Shows a list of orders for this billing period.

The Statements page shows all statements for your account.

To open this page, select Billing > Statements from the main menu.

Each row shows the statement ID, creation date, estimated sales price, current status, and more.

You can also select a statement to view detailed information. Use the detail view to review:

• A list of charges and subscriptions for the billing period.

• Statement metadata and events.

You can download your billing statements from two locations: the Statements page after signing in to your Marketplace account, or the Billing Statement Download page without signing in.

Download a statement from your account

To download your statement from your account:

1. Sign in to your account.

2. Go to Billing > Statements.

3. (Optional) Use filters to find the statement you want. You can filter statements using criteria, such as status, type, ID, and more. For details, see .

4. Select the statement ID.

5. On the statement details page, select the Attachments tab, then do one of the following:

   • Select the link in the Reference column.

   • Select the actions icon (•••) and choose Download.

If you can't access your account, you can still download your statement from the page. This page is publicly available, allowing you to download your statement using your unique invoice ID and statement ID.

To download your statement:

1. Open your invoice. Then, note down the statement ID and invoice ID.

1. Go to the page.

2. Enter your Invoice ID and Statement ID exactly as shown on the invoice, then select Download Billing Statement.

1. When the download is ready, select Download Now.

After downloading the file, you can view detailed charges, subscriptions, and orders placed during the billing period.

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.

Filter statements by type

To view statements based on their type:

1. Go to Billing > Statements.

2. Select the Filter option in the table.

3. 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

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

To view statements based on their status:

1. Go to Billing > Statements.

2. Select the Filter option.

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

Use the Statements page to review all billing statements for your account. Select a statement ID to open its details.

To view your statements:

1. Go to Billing > Statements.

2. Review the list of statements.