Help Center / My Account / Print, Download or Email a Statement
Step-by-step guide

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.

Estimated time: 3 minutesTopic: My AccountBest for: Portal users
Remember: Our team is still here to help

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

  1. Open My Account

    Select My Account from the portal navigation.

  2. Open Billing

    Select the Billing section.

  3. Select Print a Statement

    Open the Print a Statement feature to generate your account statement.

  4. Choose the available statement options

    Select any available date, account, or statement options needed to create the desired view.

  5. Review the statement

    Check the account information, invoice balances, credits, and other displayed details before sharing or saving it.

  6. 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.
  7. Email the statement

    Use the available email action to send the statement electronically.

  8. Print the statement

    Open the PDF or print view and use your browser or PDF viewer's Print command.

Tips

Review before sharing

Confirm the statement is for the correct account and period.

Use clear file names

Include the company or account name and statement date.

Keep statements with accounting records

Consistent storage makes reconciliation easier.

Check recent activity separately

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.