How do I take a screenshot of my bank statement?

You may be asked for documentation when submitting your payment or after submission by our Account Services team, which serves to better understand the nature of and reason for your payment.  

If you are providing a bank statement, follow the steps below for each operating system:

Using Windows:

1. Sign in to your online banking and open up your recent statement. Confirm the following are visible on the screen (if you need to take a few images to get it all, that's okay):
1. Your FULL name
2. Account number
3. Plastiq transaction line
2. Press the Print Screen key on your keyboard. It may be labeled [PrtScn].
3. Open an image editing program, like Microsoft Paint.
4. Go to the Edit menu and choose Paste.
5. If prompted to enlarge the image, choose Yes.
6. Select File and choose Save As.
7. Choose a folder you'll be able to find again.
8. Type a file name for the image.
9. In the Save as Type field below the File name, select JPEG.
10. Click Save.
11. Go back to the email we sent and attach the image.

Using Mac:

1. Sign in to your online banking and open up your statement. Confirm the following are visible on the screen (if you need to take a few images to get it all, that's okay):
1. Your FULL name
2. Account number
3. Plastiq transaction line
2. Press Command + Shift + 3 on your keyboard. The screenshot will be saved on your desktop.
3. Go back to the email we sent and attach the image and hit send

If you are using a mobile device or something else other then a Windows or Mac laptop/desktop, please find how to take a screenshot on an iPhone or an Android.

Acceptable Bank Statement Images

All payments made through Plastiq will show as PQ *PLASTIQ BILL PAYMENT on the line description, not your recipient name. Please note that you can block out any other transactions that you do not want visible. 

Unacceptable Images

Unacceptable images include screenshots take from Plastiq and the Manage Payments screen as well as the Plastiq payment receipt email.

Manage Payments

 Payment Information

 Confirmation Email