Downloading Statements

Learn how to download your monthly account statements as PDF files from the Holt Supply Company B2B Customer Portal.

Prerequisites

Locate the Statement You Want to Download

Browse the statements list to find the month you need. Statements are listed in reverse chronological order with the most recent at the top. Use the Statement Month column to identify the correct billing period.

https://holt-stg.clarityclient.com/statements

Statements

Statement Month Statement Date File Name Created Date Download
March 2025 03/31/2025 Statement_2025-03.pdf 04/01/2025
February 2025 02/28/2025 Statement_2025-02.pdf 03/01/2025
January 2025 01/31/2025 Statement_2025-01.pdf 02/01/2025
December 2024 12/31/2024 Statement_2024-12.pdf 01/01/2025

The February 2025 statement row is highlighted for this example

Click the Download Button

In the Download column on the right side of the row, click the download icon (). This will initiate the PDF download immediately.

https://holt-stg.clarityclient.com/statements

Click the download icon in the Actions column:

Statement_2025-02.pdf

Click here to download

View the Downloaded PDF

The PDF statement will download to your device's default download location. Open the file to view your complete monthly account statement. The PDF includes the Holt Supply Company header, your account summary, a list of all invoices for the month, and balance totals.

Statement_2025-02.pdf
Holt Supply Company
Monthly Account Statement
February 2025
Statement Date: 02/28/2025
Account: ABC Contractors Inc.
Account #: ACCT-10042
Generated: 03/01/2025
Account Summary
Opening Balance:$8,250.00
New Charges:$4,700.00
Payments Received:-$6,100.00

Closing Balance:$6,850.00
Invoices This Period
Invoice # Date Due Date Amount
INV-2025-0198 02/05/2025 02/28/2025 $1,250.00
INV-2025-0205 02/12/2025 03/07/2025 $2,100.00
INV-2025-0212 02/21/2025 03/16/2025 $1,350.00
Total New Charges:$4,700.00

Holt Supply Company • 123 Distribution Way, Dallas, TX 75201 • (800) 555-HOLT

Tip: Statements are named following the pattern shown in the File Name column (e.g., Statement_2025-02.pdf). This makes it easy to organize downloaded statements in your file system by date.

What's Next?