View All Steps
Setting Up Your Product
Tailoring Your Product
Managing Your Business
Managing Your Business: Statements, Reports, and Account Changes
Managing Your Business
Statements, Reports, and Account Changes
Step 1
Accessing Monthly Statements and Reports
Sign up for <Merchant Direct> to access online reporting and tools to manage your business. A few of the most common reports are:
- Monthly Merchant Statement to review deposits and fees.
- Daily Batch Summary to help balance sales.
- Transaction Search to find transaction details.
Need additional help?
Visit our Support pageStep 2
Updating Account and Contact Information
Use the "Update Your Profile" feature in Merchant Direct to opt-out of paper statements and to update account information, including:
- Phone Number
- Email Address
- Contact Name
- Location and Mailing Addresses
- Operating As Business Name
Need additional help?
Visit our Support page
Guide Complete
Congratulations! You’ve completed all the steps to set up and tailor your Terminal.