How to View Your Settlements

Settlement Advice Search

To search for a settlement advice, do the following:

While logged into your Billbox account, go to the Settlements menu.

• In the search bar at the right of the Settlements page, you can search with:

  • Service name

• A list of settlement advice that match the search key will be listed.

• Look through the list for the desired settlement advice

Filter by Date

To filter by date do the following:

While logged in to Billbox account, go to the Settlements menu

• Click the date picker, select a particular date period and click Apply

• Look through the list of possible options to select the desired settlement advice

*Refer to section 5.2 on how to effectively filter by date and time

Filter by Settlement Advice Status

To filter through the settlement advice by status, do the following:

Go to the Settlements menu

• Click the field right above the Date/Time picker (as indicated in the screenshot below)

• Select the status to be filtered by:

  • All advice

  • Generated

  • Delivered 

  • Acknowledged

  • Processed

  • Disputed

  • Cancelled

• View the filtered options of all settlement advice with the selected status

Download Settlement Advice

To download settlement advice, do the following:

• Go to Settlements menu

• Search for Settlement advice to be downloaded

• Click the Download icon in the Actions tab (as indicated in the screenshot below)

• An Excel sheet will be downloaded