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How to generate a merchant statement

Version: V4.1.10084
Added on: 01/06/16
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a merchant with remittance settings 06/16/14 30 mins In this tutorial we are going to create a new Merchant with extended settings.

Useful Terms

Statement    

How to generate a merchant statement

  1. Are you ready?

    In this tutorial we are going to generate manually a merchant statement.
    This option is used for cases when:
    • Merchant remittance settings were changed (for examples, fees) and merchant statement is desired to be generated.
    • Merchant statement was canceled, but you want to regenerate and approve it for some reason.
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Remittancebutton in the top section of the screen.
  5. Choose   Statements  menu item  from the list.
  6. Locate   Merchant Statement List  groupbox in opened form.
  7. Click   Generate Next Statementbutton
  8. Locate     Merchant  dropdown and choose an appropriate merchant.
  9. Click   Runbutton and click OK button in opened window.
  10. After you have chosen a merchant, you can choose a merchant account and generate merchant statement for this particular account too.
  11. Congratulations, you are done!

    You have learned how to generate a merchant statement and now you can do it by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to enable emailing of mechant statements 05/27/14 15 mins This tutorial is aimed to teach you how to enable emailing of Merchant Statements as well as to help you to choose the emailing option which corresponds to your needs.
How to locate a merchant statement 09/23/14 15 mins This tutorial will give you knowledge how to locate a merchant statement.
How to display distribution section on merchant statements 07/07/15 15 mins This tutorial will help you to learn how to enable displaying distributions section on merchant statements.

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