Viewing Billing Statements

You can view monthly statements generated within the last 12 months. NetSuite generates a new one on the first day of each month, which includes payments due the same day. It also automatically debits the amount due from your default bank account. For more information about bank accounts, see Managing Bank Accounts.

To view billing statements:

  1. Go to Payment Automation > Dashboard > Overview.

    Note:

    By default, these roles have preconfigured permissions to access the dashboard: Administrator, Payment Manager, and Payment Clerk. For standard or custom roles and permission requirements, see Setting Up Roles and Permissions.

  2. On the Automated Bill Payments Overview page, if you have multiple subsidiaries, click Overview next to the one you have access to.

  3. From the left panel, in the Settings section, click Account.

  4. On the Account page, under Statements, you can click the Download link for each statement.

General Notices