How Do I Generate a Processing Statement? (Merchant Portal)

IN THIS ARTICLE:
Learn how to generate a processing statement in the Merchant Portal.

What information is included?

A monthly statement shows a summary of total sales, refunds, chargebacks, eCheck returns, adjustments and processing fees within the selected calendar month.

The statement also contains individual entries listing all transfers that occurred within the month, account fees, chargebacks and eCheck returns, card brand assessment fees and summaries of eCommerce/Online transactions and Terminal transactions for the month.

Available formats

Statements are automatically generated in PDF format.

How do I generate a statement?

  1. Click on the STATEMENTS button.
    statements1.png
  2. Locate the statement you need to generate and click the DOWNLOAD button next to it.
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  3. Your statement will download.  Depending on your browser settings, you may be prompted to choose a download location or it may automatically save to your "Downloads" folder.

Need More Assistance?

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