This page describes how to export a monthly summary statement in PDF format so that you may obtain a high-level summary of all activity occurring in a particular month
To export a monthly summary statement:
- Log into your Bolt Merchant Dashboard at https://merchant.bolt.com/
- Click on the Statements tab at the top of the screen.
- Click Funding Details. The list will default to all statements for the current year; if you'd like to view statements from a past year, change the date by clicking on the date dropdown menu in the top right corner.
- Click the Download PDF button next to the month whose statement you'd like to view.
- A CSV file will download to your computer with the name, bolt_monthly_statement_M_YYYY.csv. This file will contain the monthly summary. For a guide as to how to read your monthly summary, please review this page.
Note — PDFs will only be available from June 2019 onward. PDFs are generated for the prior month by the second day of the next month; for example, June statements will be available by July 2nd.