The Mono Statement Pages help you securely collect financial statements from your customers without writing a single line of code. All you need is a statement page and a link you can share with customers.
NOTE: "To use Statement Pages, you will need to set your App to live mode."
How to create a Statement Page on Mono
To get started creating Statement Page, you can watch this short video or follow the steps below
To create a statement page, navigate to the Statements tab under Financial data on the sidebar and click the "Create a statement page" button.
2. A popup will appear where you can fill in details about the statement page, such as:
Page name
Page description
Page details
The App name
The Duration of the statement
You can also set advanced options like which page you'd like to redirect your customers to, and the email address you want Mono to send the collected bank statements to.
Once you're done entering these details, click the "Create Page" button to create the Statement Page.
3. To view your newly created Statement Page, click on the icon beside the statement page link to copy the shareable link.
4. Here's your newly created Statement Page!
