Statements & Receipts

The Statements page (visible in the sidebar once you have at least one transaction) lists every card payment you've made, with downloadable receipts and a CSV export. It's the place to reconcile your filing spend.

Summary Cards

• Total Charged -- court costs plus processing fees, net of refunds.

• Transactions -- successful charges.

• Failed -- attempts where no funds moved.

The Transactions Table

A rolling list of your most recent transactions (up to 500), with one row per charge, top-up, or refund:

Column	What it shows
Date	When the transaction happened
Case # / Suit	The case the payment belongs to
Type	Filing charge, New suit filing, Deposit top-up, or Refund
Court	The parish
Card	Brand and last four digits
Status	paid, refund, failed, or pending
Court Fees / E-Filing / Conv. 3.05% / Total	The per-column fee breakdown

• Click a column header to sort; the funnel icon filters by value or date range. There's also a search box ("Search suits, cases, cards…") and a Clear filters link.

• Failed rows are struck through -- hover to see the decline reason. No funds moved on those.

• Refunds show as negative amounts and are netted out of the footer Totals (net) row.

• The receipt icon downloads the PDF receipt for that row (failed rows download a transaction record instead).

Export CSV

Click Export CSV to download the table (respecting any active filters). The file includes the visible columns plus the filing number, transaction ID, and failure reason -- ready for your accounting system.

📹 GIF: The Statements page -- filtering by date range, sorting by Total, downloading a receipt, and clicking Export CSV.

Who Sees What

You see your own transactions. Org admins with Accounting access (set under Settings → Team Members) see the whole firm's transactions, with sealed case captions masked.

Court staff have their own version of this page under Clerk Portal → Payments, scoped to money collected for their court.