Viewing Statements

Learn how to access and browse your monthly account statements in the Holt Supply Company B2B Customer Portal.

Prerequisites

Navigate to Statements

From any page in the portal, locate the sidebar on the left side of the screen. Click Statements in the navigation menu to open the statements page.

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

View and download your monthly account statements.

Statement list loads here...

Understanding the Statements List

The statements page displays all of your monthly account statements in a table format. Each row represents one statement with the following details at a glance.

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

Column Reference

  • Statement Month — The billing period the statement covers
  • Statement Date — The last day of the billing period
  • File Name — The name of the downloadable PDF file
  • Created Date — When the statement was generated by the system
  • Download — Click the download icon to save the statement PDF to your device

Browse by Month

Statements are organized in reverse chronological order, with the most recent statement appearing at the top of the list. Each statement covers one full calendar month of account activity.

To find a specific statement, simply scroll through the list. The Statement Month column makes it easy to identify the period you are looking for. If you have been a portal user for an extended period, older statements will appear further down the list.

Each monthly statement includes a comprehensive summary of all invoices issued, payments received, and your account balance for that period.

Tip: New statements are generated monthly and you will receive an email notification when yours is ready. Look for the email from Holt Supply Company with the subject line referencing your monthly statement.

What's Next?