The “Transaction Details” will show you the current amount due on your LoanPro account, and a breakdown of each charge on your company account.
To view your billing history, navigate to My Account > Billing & Statements > Transaction Details inside your company account.
Use the search bar at the top of the transaction listing to restrict your search to a specific date range.
Alternatively, select one of the predefined ranges from the drop-down next to the field. The options are: All, 15 Days, 30 Days, 60 Days, 90 Days, 180 Days, and 365 Days. Once the date range is selected, the results will pull automatically.
For each transaction you will see the following data:
- Applied On – The date the charge applied on your company account.
- Type – The type of charge. This will tell you the category of the charge.
- Description – This is a description of the charge.
- Amount – This is the amount of the charge.
- Amount Due – This is a running total of the amount due on your account.
- IP – This is the IP address from which the charge was created.
Making a Payment
You can also make a payment from this screen. Simply click in the top right of the screen.
Enter the payment data in the following fields:
- Date – The date you are processing the payment (most likely today).
- Amount – The amount of the payment. Click to populate the amount field with the amount due.
- Description – Add a description to help you remember this payment.
After entering the Transaction Information, select a payment profile from the Payment Information section below.
After you enter this information, click . If you don’t make payments in this way, a payment for your outstanding balance will run automatically on the first day of each month.