Generate a loan statement or a single-payment receipt straight from the loan.
Open the menu
On a loan, click Statements & receipts in the header.
Download a statement PDF
Click Download statement PDF for a full statement: balances, amount due, and the last 12 months of payment history. The PDF includes a clickable borrower portal link, so the borrower can jump from their statement into their portal.
Download or email a payment receipt
- Under Payment receipt, choose the payment (it defaults to the most recent).
- Click Download receipt PDF to save it, or Email receipt to borrower to send it.
Emailing a receipt needs an email address on the primary borrower's record. Add one and the email option appears. See also Monthly statement emails.