View Statement
The Card Statement feature enables users to view details of all purchases, payments and any other debits and credits made on their credit card accounts. Users can select any card of which to view the statement. All transactions initiated on the card are displayed in chronological order of spending, with the latest transactions displayed first. Only primary cards are available for selection. On selecting a primary card, if any Add-On cards are linked to it, the transactions initiated on the Add-On card are also listed.
In addition to being able to select a specific card of which to view the statement details, users can also filter transactions based on billed or unbilled transactions. On selecting the option ‘billed’ the user can select the billing month to view the statement of that month.
By subscribing to e-statements, the user receives statements on his registered email address.
The application allows the user to unsubscribe from the e-statement facility. Once a request to unsubscribe from this facility is made, the user will stop receiving e-statements on his email address.
The Download Pre-generated option, allows the user to view, download and print the pre-generated e-statements by selecting the desired period.
How to reach here:
Dashboard > Toggle menu > Credit Cards > View Statement
OR
Dashboard > My Account Widget > Credit Cards > More Options > View Statement
View Statement
To view the account statement:
- From the Credit Card Number list, select the credit card account for which statement has to be generated.
- From the View Option list, select the type of transactions to be viewed.
If Billed Transactions is selected;- From the Month and Year list, specify the year and month for which to view billed transactions. Based on the period, the credit card statement appears.
Field Name |
Description |
---|---|
Card Number |
User can select the card for which to view the statement. The cards are available for selection in a drop-down and are displayed in masked format along with the account nickname. For more information on Account Nickname, click here. |
Filter/ Options |
|
View Options |
Filters to view the transaction type. The options are:
|
Month and Year |
The user is required to select a month so as to be able to view the billed transactions of that month. This field appears if you select the Billed Transactions option from the Transaction Type list. |
Result |
|
Total Amount Due |
Total amount due on credit card. This field is only applicable if the user is viewing the ‘Billed Transactions. |
Available Credit |
Total available limit for credit purchases. This field is only applicable if the user is viewing the ‘Billed Transactions. |
Due Date |
The date before which either minimum due or full payment is to be made. This field is only applicable if the user is viewing the ‘Billed Transactions. |
Date |
The date on which the transaction took place. |
Description |
Displays the name of the credit card associated with the transaction along with the description of the transaction. |
Amount |
The transaction amount along with the debit or credit indicator. |
- Click to download the statement. The statement is downloaded as a PDF and the user can print it, if required
E-Statements
To subscribe / unsubscribe for e-statements:
- From the Credit Card Number list, select the credit card account for which e-statements are to be subscribed or unsubscribed.
- Click the E-statements link to subscribe / unsubscribe for e-statements.
- The Pop-up Message appears. ( ‘Unsubscribe to E-statements - You will stop receiving monthly statements for your credit card <Number in masked format> by email at <User’s email address> )
- Click , if you wish to opt out of receiving monthly statements on your registered email address.
- i. Click
OR
Click to cancel the transaction. to Unsubscribe. - ii. The success message of request submission appears.
Click to complete the transaction.
Note:
(1) If the user has not subscribed for the monthly statement;
The Pop-up Message appears. (Subscribe to E-Statement
you will receive monthly statements for your account <Number in masked format> by email at <User’s email address> )
(2) Click to receive monthly statements on your registered email address.
Pre-generated Statements
To download pre-generated statements:
- From the Credit Card Number list, select the credit card account for which pre-generated statements are to be viewed.
- Click to download a pre-generated statement.
Field Name |
Description |
---|---|
Select a period to download your pre-generated statements |
|
Period |
|
Year |
The year for which the statement is to be viewed / downloaded / printed. |
Month |
The month for which the statement is to be viewed / downloaded / printed. |
- From the Period list, select the desired year and month for which the pre-generated statement is to be generated.
- Click . The pre-generated statements for the specified period are listed down.
- Click on the link provided to download / print the statement.
FAQs
How do I view the transactions undertaken by the add-on card holder?