Peplink Portal Docs

Account Statement

Your balances and credit terms, with the invoices, credit memos and deposits behind them.

Enabled for selected partners

Available only to partners with this section enabled on their account.

Account Statement shows where your account stands with us: your balances and credit terms, and the invoices, credit memos and deposits behind them.

Where to find it
In the left menu under Orders, or press Ctrl + K and type “Account Statement”.
Open Account Statement

Read the summary

The four cards at the top show your Account Balance (net outstanding across everything), Invoice Balance (unpaid invoices), Credit Balance (credit memos available) and Deposit Balance (deposits held). Your Credit Terms are shown underneath.

Account Statement with the Invoices tab

Invoices, credits and deposits

The Invoices tab lists outstanding invoices with due date, overdue days, customer PO and shipping. Click the details icon in the Action column to open an invoice, then the download button in its header to save it as a PDF named after the invoice number.

The Credits tab lists credit memos and their amounts. Open one for its details and a printable copy.

Credit memos

The Deposits tab lists deposits held on your account.

Deposits

Export at the top right downloads the current tab as a CSV file.

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