How do I view my consolidated billing statement?¶

If you're an accountant managing client subscriptions, the Billing page gives you a single consolidated statement of the client subscriptions you manage.

Step 1. Go to Settings → Billing. Below Client Subscriptions you'll find the Billing statement card.

Step 2. Choose a month from the period dropdown — the last 12 months are available.

Step 3. The statement lists each active client subscription you manage, with the client's business, the plan, and the Amount (inc GST), plus a Total row.

Step 4. Click Download PDF to save the statement. The button is available once the statement has at least one line.

The statement only appears for the practice owner — practice team members see a read-only practice plan card instead. The amounts shown are each plan's monthly price (GST-inclusive); your 25% accountant discount and any proration are reflected on the actual Stripe invoices, which you can view via Open Billing Portal.

Related guides¶

• How do I upgrade my plan?
• How do I invite my accountant?