You may be overpaying for your payment processing
Get your free statement analysis to determine how much you could be saving on your monthly fees.
Finding your merchant statement
To take advantage of our free statement analysis, your most recent statement will be required.
If you can’t locate your latest statement, try some of the steps listed below.
Square
To get your statement from Square:
- Login with your credentials online.
- Select “reports”.
- Select “payment methods”.
- Select a date range.
- Take a screenshot or export a report from a recent month with a volume over $5000 in credit cards.
- Save the file to your desktop and upload to this form.
Encore / EVO
To get your statement from Encore:
- Login with your credentials online.
- Click “statements”.
- Choose your selected months.
- Take a screenshot or export a report from a recent month with a volume over $1000 in credit cards.
- Save the file to your desktop and upload to this form.
QuickBooks
To get your statement from QuickBooks:
- Login with your credentials online.
- Find “activity and reports”.
- Click on “credit card statements”.
- Take a screenshot or export a report from a recent month with a volume over $1000 in credit cards.
- Save the file to your desktop and upload to this form.
First Data
To get your statement from First Data:
- Login with your credentials online.
- Click “merchant login” and enter your credentials.
- Once you are logged in, click “funding” from the toolbar.
- Select “monthly statement” from the drop down.
- Enter ID and select corresponding level (required) if you would like to view a statement for a specific location or hierarchy level other than what you have been currently viewing.
- Select “statement type” (recap or location). Select “location” if you would like to view only your specific processing information.
- Click “submit”.
- Click on the month you wish to view. Choose a recent month with a volume over $1000 in credit cards.
- Click “get statement”.
- Save the file to your desktop and upload to this form.
World Pay
To get your statement from World Pay:
- Login with your credentials online.
- On the left side of the home screen, click “recent statements”.
- From there you will be able to see your last few months of merchant statements.
- Take a screenshot or export a report from a recent month with a volume over $1000 in credit cards.
- Save the file to your desktop and upload to this form.
PayPal
To get your statement from PayPal:
- Login with your credentials online.
- Go to “reports” and then to “financial summary”. Pick a date range.
- Take a screenshot or export a report from a recent month with a volume over $5000 in credit cards.
- Save the file to your desktop and upload to this form.
Your free statement analysis is right around the corner
We’ll tell you exactly what you’re currently paying in processing rates, highlight any unnecessary fees and show you the savings we can offer! Submit your statement today, and we’ll have one of our Payment Experts get back to you in under 48 hours.