Banks, payments and payroll

52 guides

2 min read

How to find a PayPal receipt or statement

How to find a single PayPal payment, download monthly statements and pull an activity report covering up to seven years, with the transaction IDs that tie payments to receipts.

2 min read

How to download Stripe tax invoices for fees

Where Stripe's monthly tax invoices for its fees are in the Dashboard, which countries get them, when they are ready, how to update your tax number, and how the fees report differs.

2 min read

How to download Gusto invoices

Where Gusto admins find the monthly invoice for Gusto's fees, what it includes, which invoices moved to NEXT, and what changes when your accountant pays for Gusto.

2 min read

How to download Indeed invoices

Where employers find Indeed invoices for sponsored jobs, who can see them, what an invoice shows, when Indeed bills, and why invoices cannot be changed once issued.

3 min read

How to get a Wise invoice

Wise has no classic fee invoice. Here is where to get the Statement of Fees, a PDF confirmation for each transfer, and CSV or PDF statements for any period.

2 min read

How to download a Payoneer statement

Where Payoneer keeps the monthly statement, the card reconciliation report and transaction exports, and how to show the annual account fee without an invoice.

2 min read

How to get an Upwork invoice

Where Upwork clients find charge invoices and payment receipts, where freelancers download service fee invoices, bulk ZIP downloads and the five-year limit.

2 min read

How to get a Fiverr invoice

How to download Fiverr invoices from Billing History, what FI and FC numbers mean, which invoices sellers get, and how to add a company name or tax ID.

2 min read

How to get a Freelancer.com invoice

Where Freelancer.com keeps invoices for added funds and site fees, how milestone invoices work on the project page, and how to export a year of transactions.

2 min read

How to get a Deel invoice

Where Deel invoices sit under Finance, then Billing, why EOR clients get a separate fee invoice, the monthly invoice date, PO numbers and the payment receipt.

2 min read

How to get a Remote invoice

Where Remote.com keeps EOR and subscription invoices, how to download the itemized CSV report, and how paying by card, bank transfer or direct debit works.

2 min read

How to get an Oyster invoice

Where Oyster HR invoices are, how pre-funding and settlement invoices differ, where Oyster's fees appear, and how monthly contractor fee invoices work.

2 min read

How to get a Justworks invoice

Where Justworks invoices are, what the monthly consolidated billing invoice charges, how admin fees are counted, and how to download PDF, XLSX or CSV.

2 min read

How to get a BambooHR invoice

Where BambooHR invoices are in Settings, who can see them, how to export billing history as CSV, and how to check the employee count behind an invoice.

2 min read

How to get a Wagepoint invoice

Where Wagepoint subscription invoices are, when they are issued, how the per-employee charge is counted, sales tax on the fees, and partner billing.

2 min read

How to get a Humi invoice

Where Humi invoices are on the Billing tab in Settings, who can see them, why the total changes with seats and modules, and what happens when a card fails.

2 min read

How to download a Moneris statement

How to view and save your Moneris monthly merchant statement in Merchant Direct, what the fee sections show, how far back it goes and how to stop paper copies.

2 min read

How to download a Helcim statement

How to download your Helcim monthly merchant statement, how to read the fee breakdown and card brand summary, and how net and gross deposits show fees.

2 min read

How to get a SumUp invoice

How to download the SumUp monthly fee invoice in the app or on the web, plus daily and monthly payout reports for matching deposits to your bank.

2 min read

How to get a Wave subscription receipt

Where to download Wave's receipt for a Pro Plan or Receipts Plan payment on the web, and where receipts are when you subscribed in the App Store or Google Play.

2 min read

How to download a Chase bank statement

Where Chase keeps monthly statements on chase.com and in the Chase Mobile app, how many years you can open, and how to export account activity as CSV, QFX or QBO.

2 min read

How to download a Wells Fargo bank statement

How to save Wells Fargo statements as PDFs, how long each product keeps them online, what happens after an account closes, and how to download activity as a spreadsheet or Quicken file.

2 min read

How to download a Bank of America bank statement

Where Bank of America statements sit in Online Banking, how many months you can download, how to order copies up to seven years old, and how canceled check images work.

2 min read

How to download a Capital One bank statement

How to find Capital One bank statements on the website and in the app, why paperless enrollment matters, when statements post each month and how far back they go.

2 min read

How to download a U.S. Bank statement

Where U.S. Bank keeps e-statements in online banking and the app, how many years are available, and how to download 18 months of transactions as CSV, QFX or QBO.

2 min read

How to download a Citi card statement

How to download recent Citi credit card statements as PDFs in Citi Online, how to request older statements, how long requests take and how long they stay available.

2 min read

How to download American Express statements

How to open American Express statements as PDFs, export two years of transactions to Excel or CSV, open archived statements, and how corporate program administrators pull seven years in @ Work.

2 min read

How to find a Discover card statement

Where to find your Discover card statement on Discover.com and in the Discover app, how many months of transactions you can see, and what to keep for your records.

2 min read

How to download an RBC bank statement

How to open RBC eStatements in Online Banking and the RBC Mobile app, how far back the archive goes, what paper and branch statements cost, and where cheque images are.

2 min read

How to download a TD bank statement

How TD Canada Trust customers open and save online statements in EasyWeb, how the seven-year window is counted, and how to switch every account to online statements.

2 min read

How to download a BMO bank statement

How BMO eStatements work in Online Banking, how long BMO stores them, how to switch an account from paper, and what extra paper statements cost.

2 min read

How to download a Scotiabank statement

Where Scotiabank bank account statements sit in Scotia OnLine and the Scotia app, how many years you can open, and where investment tax documents live.

2 min read

How to download a CIBC bank statement

How CIBC eStatements work for bank accounts and credit cards, how far back they go, how to download them for finance software, and why investment statements start later.

2 min read

How to download a Desjardins statement

How to open a Desjardins everyday account statement in the app and AccèsD, when it is posted, how long it stays online, how to sign up for online statements and how to print one.

2 min read

How to download a National Bank statement

How to download National Bank account and credit card statements online and in the app, and how long National Bank archives documents for business clients.

2 min read

How to download a Tangerine statement

How to download Tangerine statements on the website and in the app, how to export transactions as CSV or QFX, how often statements are issued and what a reprint costs.

2 min read

How to download a Simplii statement

How to open, print and save Simplii Financial eStatements in online banking and the mobile app, and what you need to open the PDF.

2 min read

How to download an EQ Bank statement

How to download EQ Bank monthly statements in the app and online banking, how to export savings transactions as CSV, and how many months of EQ Bank Card statements are available.

2 min read

How to download a Brex card statement

Where Brex card, banking and reimbursement statements live in the dashboard, who can download them, the PDF-only rule for card statements and how to get XLSX or CSV transaction reports.

2 min read

How to download a Ramp card statement

Where Ramp card statements live, what the PDF and CSV versions contain, how multi-entity downloads work, and how the statement balance is paid.

2 min read

How to get an H&R Block receipt

Where H&R Block sends the payment receipt for an online return, what to do when the email is missing, and where your past returns are kept in MyBlock.

2 min read

How to get a LegalZoom receipt

How to print a LegalZoom receipt for an open or completed order, where Payment History lists every charge, and where your filed documents and subscriptions live.

2 min read

How to get a ZenBusiness invoice

Where ZenBusiness keeps your billing history, how to save each invoice as a PDF, how state fees show up, and what to know about automatic annual renewals.

2 min read

How to get an Ownr receipt

Where Ownr keeps receipts for an incorporation or a sole proprietorship, how to spot the RBC Account Open Credit, and where your Articles and minute book live.

2 min read

How to get a ZipRecruiter invoice

Where ZipRecruiter employers print invoices and receipts, what the purchase history includes, and how invoiced plans are paid by card, check, ACH or wire.

2 min read

How to get a Jobillico invoice

What Jobillico sends when an employer buys a job posting package, why the emailed transaction confirmation is the record to keep, and how GST and QST fit in.

2 min read

How to get a Workable invoice

Where Workable Super Admins find invoices for the plan, premium job posts and background checks, who else can get a copy, and how to update billing details.

2 min read

How to get a Greenhouse invoice

How Greenhouse delivers invoices to your billing contact, how to add a tax ID or PO number, and the accepted ways to pay a Greenhouse invoice.

2 min read

How to get a Certn invoice

How Certn bills background checks monthly or per order, where the invoice and usage CSV are, who receives the invoice email, and what changes on CertnCentric.

2 min read

How to get a Checkr invoice

Where to download a Checkr invoice PDF and its usage CSV, what each invoice includes, how autopay on the 5th works, and where Checkr sends payment receipts.

4 min read

How to find Apple Pay receipts

Where the Wallet app keeps Apple Pay transactions on iPhone, Apple Watch, Mac and iPad, where online orders and their details live, and why some store receipt lookups miss a phone payment.

3 min read

How to find Google Pay receipts

Where Google Wallet lists your Google Pay payments in the app and on the web, how to see where you tapped, US online orders pulled from Gmail, and where Google's own purchases are instead.

Banks and card issuers keep monthly statements in online banking, usually for several years, and some will send older ones on request. Payment processors such as Stripe, PayPal and Moneris issue separate statements or invoices for their fees, which are the business expense, not the sales they processed. Payroll, hiring and incorporation services bill like any other subscription. The guides below give each company's steps.