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How to create Statement Pages with Mono
How to create Statement Pages with Mono

Getting started with Statement Pages

Anita Onwuemene avatar
Written by Anita Onwuemene
Updated over a week ago

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

  1. 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!

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