Get Your Card Processing Statement - Merchant Insider

Completing the Your Card Processing Statement - Merchant Insider online can be straightforward with the right guidance. This guide will offer clear and detailed instructions to help you fill out each section of the statement accurately and efficiently.

Follow the steps to complete your merchant statement online.

1. Press the 'Get Form' button to access the form. This will open the statement in your document editor, enabling you to begin filling it out.
2. Locate the 'Statement Period' section given on the first page. Ensure that the dates cover the transaction period you intend to review, which is typically displayed in a 'MM/DD/YY' format.
3. Input your 'Merchant Number' in the designated field. This unique identifier is critical for processing and tracking your transactions.
4. Fill in your personal information under the 'Customer Service' section. This often includes your name, business address, and contact details to facilitate any future inquiries.
5. Review the 'Summary' section carefully. Here, you will find a breakdown of your transaction data including 'Total Amount Submitted', 'Chargebacks/Reversals', and 'Adjustments'. Ensure these figures align with your records.
6. Examine the 'Fees Charged' section. This area outlines the costs associated with your card processing for the statement period. Verify these fees against your anticipated costs to catch any discrepancies.
7. See the 'Third Party Transactions' section if applicable, which lists any transactions processed through third-party services. Confirm that this matches your records to avoid unauthorized transactions.
8. Finally, double-check all the data entries. Upon confirmation that all fields are filled out correctly, you may save changes, download, print, or share the finished document as necessary.

Start completing your documents online today for a more organized and efficient merchant management experience.