HelpBilling, payments and refundsYour monthly statement

Your monthly statement

Once a month turnda gives you one numbered statement of what you were charged and what came back.

Owner Where: Billing → Monthly statements 2 min read
Only the owner can see and download statements.

What it is

The statement is a one-page summary of your billing month. It lists every invoice, failed payment, refund, dispute and gift, each with its invoice number. Every line says what it was: a WhatsApp message pack, a text-message pack, an extra visits pack, a text-message country fee (with the country and whether it is the first year or a yearly renewal), or your package (with its name and whether you pay monthly or yearly). No tax is added: the price shown is the price paid. If turnda starts to charge tax later, the tax on each payment will be shown on the statement and the invoice.

How to check it in turnda

  1. Open Billing and find Billing history.
  2. Open the Monthly statements tab. There is one statement for each billing month, newest first.
  3. Download the statement as a branded PDF.

A real example

Mei's Salon, March Mei's March statement lists her US$49 package payment, one pack of extra visits (US$15) and a refund of $12.00 for a WhatsApp outage. A dispute her bank opened on 2 April shows on the April statement, because that is the month it happened in. It names the original invoice.

What happens in turnda

  1. 1The billing month closes
  2. 2turnda adds up every invoice, refund and credit
  3. 3The books are checked
    A statement is only issued when it matches your invoices exactly
How a statement is made.
  • One per month, numbered, issued once and never changed.
  • Packs and fees are lines of their own, apart from your package, and each is named for what it was.
  • A statement issued before this change keeps the plainer words it was issued with. It is never rewritten.
  • A refund or dispute that comes after a month has closed appears on the statement of the month it happens in.
  • If the books ever disagreed, no statement is issued until they match. A wrong statement is worse than none.

What you need to do

  • Download each statement for your records, especially if your accountant asks for one.
  • If a line looks wrong, press Ask about this charge on its invoice. See Ask about this charge.

What turnda does not cover, and who does

Not covered by turndaWho covers it
Your own bookkeeping and tax returns You and your accountant.
A card statement that shows the payment on a different day Your bank. Banks can take a few days to show a payment.

Common questions

QuestionAnswer
Is the statement the same as an invoice? No. An invoice is for one payment. The statement lists all of them for the month.
Can a manager see it? No. Only the owner.

Related: Paying and invoices