Getting a Statement From Your Current Provider
One of the most common complaints we here from prospective customers is that they can’t get a statement quickly and easily from their current card terminal supplier. This means they’re unable to keep an eye on exactly what they pay and whether their original rates have gone up. We’ve included a quick guide on how to get a statement from some of the more common payment processing companies.
Worldpay
Login with the same email address used for Worldpay onboarding.
If customer has already activated their account, click on ‘Forgot Password’
Customer will be emailed new temporary password.
Select ‘Invoice’ (menu left of page) to view statement.
Barclaycard (Used by many other companies)
Input 7-digit customer number (first 7 numbers after first 0) found either on bank statement reference (for direct debit payment to Barclaycard) or previous statement
Input 14-digit invoice number found either on bank statement reference for direct debit payment to Barclaycard or previous statement
Click ’Next Step’
Input the total amount due for that direct debit or statement
Fill in remaining details
Go to ‘Statements Section’
Change to paperless to access PDF copies
Elavon
Go to Sign in/Sign up
Click Register
Input customer information (ID & bank account number)
A link is emailed – Click on it
SumUp
Click ‘Login’ and then ‘Forgot password’
Confirm the registered email
Customer will receive an email to activate the account
Click on the link and you’re in
Zettle
Click ‘Login’ and then ‘Forgot password’
Confirm the registered email
Customer will receive an email to activate the account
Click on the link and you’re in
Lloyds
Login with customers user name and password – provided on letter. OR ‘Forgot password’ to reset password
Once logged in, click on ‘Funding tab’
Click on ‘Account Statement View’
Select date range of statement required
Click on ‘Search’
Click on ‘Download File To PDF’
Valitor
Go to Login page
Click ‘forgot password’
Customer will receive a link in an email
Click link to reset the password, then you’re in
First Data
Select ‘Enroll’ and then ‘Begin enrolment’
Ensure all details are entered correctly to avoid longer delays in setting up the account (MID and bank details)
Email address should be the same one used to onboard customer
A username that begins with cl and a temporary password should be displayed
Customer will receive an email to activate the account