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How to Download Your Merchant Service Statement

Every provider stores statements in a different place. Find your card machine provider below and follow the quick steps to download your statement or transaction report.

Worldpay

  • Log in to your Worldpay Dashboard.
  • Go to Transactions.
  • Select your date range.
  • Click Download transactions (CSV) or go to Invoices/Billing for PDF statements.

Barclaycard Merchant Services

  • Log in to your Barclaycard Business Online Servicing account.
  • Click Statements & Documents.
  • Choose your statement month.
  • Download the statement as a PDF.

Lloyds Cardnet

  • Log in to your Cardnet Merchant Portal (use the link provided in your welcome email).
  • Go to Reports or Statements.
  • Select the date range.
  • Download your statement as a PDF or CSV.

Global Payments

  • Log in to the Global Payments Merchant Portal.
  • Go to Account Management → Statements.
  • Choose the month you need.
  • Download your statement or export multiple at once.

Elavon / RMS

  • Log in to Elavon Connect.
  • Click Your Statements.
  • Select the month.
  • Download the PDF statement.
  • (If your provider is Retail Merchant Services, you normally still use Elavon Connect.)

takepayments / takepaymentsplus

  • Depending on your setup you may use:
    • takepaymentsplus Web Portal, or
    • MMS (Merchant Management System), or
    • Elavon Connect (for billing and statements)

    Steps:

  • Log in to your portal.
  • Go to Reports, Statements, or Transaction History.
  • Select your dates.
  • Download as CSV or PDF.

Dojo (formerly Paymentsense)

  • Log in to the Dojo app or web dashboard.
  • Go to Account → Billing.
  • Open your invoices.
  • Download each invoice as a PDF.

Teya (formerly SaltPay / StorePay)

  • Log in to the Teya Business Portal or open the Teya app.
  • Go to Statements and Billing.
  • Select the statement you need.
  • Download the PDF.
  • For transaction reports:
    • Go to Transactions.
    • Filter the date range.
    • Download/export the report.

Square

  • Log in to your Square Dashboard.
  • Go to Reports → Transactions.
  • Choose the date range.
  • Click Export to download a CSV.
  • For payouts:
    • Go to Balance → Transfers.
    • Export transfer history.

Zettle by PayPal

  • Log in at my.zettle.com.
  • Go to Reports or Account Statement.
  • Pick your date range.
  • Download the statement (PDF/CSV).

SumUp

  • Log in to your SumUp Dashboard or open the app.
  • Go to Download Centre or Reports.
  • Select Payout Reports or Payment Reports.
  • Download the file as PDF or CSV.

Stripe (for card terminals and online payments)

  • Log in to the Stripe Dashboard.
  • Go to Payments or Payouts.
  • Choose your date range.
  • Click Export to download a CSV report.

If Your Provider Isn’t Listed

  • No problem — just follow these simple steps:
  • Log in to your provider’s merchant portal (the link is usually in your welcome email).
  • Look for menu options like:
    • Statements
    • Invoices
    • Billing
    • Reports
    • Transactions
  • Choose the month or date range.
  • Download the PDF statement or CSV report.