Print, Download or Email a Statement
Use the Statements feature in My Account to generate an account statement and then print, download, or email the statement for your records.
Portal statements provide convenient account visibility, but Deppmann Accounting remains available if you need help reconciling a balance, payment, invoice, or credit.
Before You Begin
Log into the portal and confirm that you are using the correct customer account before generating the statement.
- Confirm the correct account.
- Know the statement period or account information you need to review.
- Review recent payments or credits separately when timing matters.
- Contact Deppmann if the statement balance does not match your records.
Steps
-
Open My Account
Select My Account from the portal navigation.
-
Open Billing
Select the Billing section.
-
Select Print a Statement
Open the Print a Statement feature to generate your account statement.
-
Choose the available statement options
Select any available date, account, or statement options needed to create the desired view.
-
Review the statement
Check the account information, invoice balances, credits, and other displayed details before sharing or saving it.
-
Download the statement as a PDF
Use the download option to save a PDF copy to your computer or device.
- Use a clear file name that includes the account and statement date.
- Open the PDF to confirm it saved correctly.
-
Email the statement
Use the available email action to send the statement electronically.
-
Print the statement
Open the PDF or print view and use your browser or PDF viewer's Print command.
Tips
Confirm the statement is for the correct account and period.
Include the company or account name and statement date.
Consistent storage makes reconciliation easier.
Very recent payments or credits may still be processing.
Common Questions
Where do I find Statements?
Open My Account, select Billing, and use Print a Statement.
Can I save the statement as a PDF?
Yes. Use the download option.
Can I email the statement?
Yes, when the email action is available.
Can I print the statement?
Yes. Print the generated statement or downloaded PDF.
What if the balance looks wrong?
Review invoices and Transaction History, then contact Deppmann if you still have questions.
