No obligation.
Your audit will show
- Any undisclosed price increases
- Any hidden fees & charges
- Whether your provider is still competitive
- Hardware & EPOS suitability notes
- Whether a market tender is worth pursuing
If your current setup is already competitive, we will tell you. If better terms are available, we will explain the options clearly before you decide what to do next.
Your merchant statements will be stored securely and handled in accordance with the UK Data Protection Act 2018.
The statements you provide will be used solely for internal cost analysis and to create a unique Payment Profile for your business. This Payment Profile will include only your card turnover information and business category. It will not include any information that directly identifies your business.
How to get a PDF copy of your monthly merchant statement
Most providers give you a monthly statement either by email or inside an online portal or app. Find your current provider below for the quickest way to download a PDF. These are general pointers — exact menu names can vary, and if you get stuck you can always upload what you have and we’ll help.
Dojo
Dojo emails you a monthly invoice/statement for each location. Open the email from Dojo and click the statement link to view a PDF you can save or print. You can also check transactions in the Dojo for Business app. No monthly email? Contact Dojo support and ask them to resend it. Customer support: 0800 044 3550.
Worldpay
Log in to My Business Hub / Worldpay Dashboard (mybusiness.worldpay.com). Open the Invoices page, select the month you need, then click View or Download to save the PDF. For older invoices not shown, call Worldpay support to request a copy. Customer support: 0345 761 6263.
Elavon
Log in to the Elavon Connect portal (elavon.co.uk/login). In the left-hand menu click Your Statements, then view and download the statement you need as a PDF. Elavon also emails you when a new statement is ready. Forgotten login? Use ‘Forgot password?’ on the Elavon Connect sign-in page. Customer support: 0345 850 0195.
Global Payments
Global Payments generate statements monthly and email them, usually on the first or second working day of the month — check that inbox (and spam). You can also log in to the Global Payments merchant portal to view and download all statements. Paper copies can be requested for a charge. Customer support: 0345 702 3344.
Barclaycard
Statements are produced monthly. Log in to your Barclaycard business online servicing / Barclaycard app, open Statements, and download the month you need as a PDF (you may need to switch from paper to online statements first). Barclaycard also post paper statements. Need a copy? Call the number on your statement. Customer support: 0800 161 5343.
Evo
EVO Payments provide statements through their merchant portal and/or by monthly email. Log in to your EVO online account and look under Statements / Documents to download the PDF. If you don’t have portal access, contact EVO support and ask them to email your most recent monthly statement. Customer support: 0800 0853870.
Paynt
Paynt provide statements via your online account / merchant dashboard. Log in and look under Statements or Reports to download the monthly PDF. If you can’t see it, email Paynt support and ask for your latest monthly statement. Customer support: 020 4586 7499.
Shift 4
Shift4 provide reporting through their merchant portal (e.g. the Shift4 / Lighthouse Business Manager dashboard). Log in, open Statements or Reports, and download the monthly PDF. No access? Contact Shift4 support to request a copy. Customer support: 020 3608 1288.
Teya
Teya provide statements in your online account and the Teya app. Log in, open Statements (or Documents), choose the month and download the PDF. If it isn’t there, contact Teya support and ask them to send your latest monthly statement. Customer support: 01283 896 876.
Cashflows
Cashflows provide statements through the Cashflows Gateway / Go portal. Log in, open Statements or Reports, select the period and download. If you don’t have access, contact Cashflows support to request your monthly statement. Customer support: 0330 128 9855.
AIB
AIB Merchant Services (AIBMS) provide statements via their merchant portal and/or by post or email. Log in to your AIBMS online account and look under Statements, or contact AIBMS support and ask them to email your latest monthly statement. Customer support: 0371 2001436.
Cardnet
Lloyds Cardnet provide statements through the Cardnet online portal / Clover dashboard, and monthly statements may also be posted. Log in, open Statements, and download the PDF — or call Cardnet support to request a copy. Customer support: 0345 604 4635.
First Data
First Data (now Fiserv) provide statements through their merchant portal (e.g. Clover or the Business Track / AccessOne dashboard). Log in, open Statements, and download the monthly PDF. If unsure which portal applies, contact support to be pointed to the right one. Customer support: 0345 6050615.
Clover
Clover statements are available in the Clover Dashboard (clover.com/dashboard) or the Clover app. Log in, look under Statements or your acquirer’s billing section, and download the PDF. Your processing fees may appear via the acquirer behind Clover (e.g. Cardnet/First Data). Customer support: 0345 6050615.
Monek
Monek provide statements via their online merchant portal and/or by email. Log in to your Monek account and look under Statements / Reports, or contact Monek support and ask them to email your most recent monthly statement. Customer support: 0345 2696645.
Rapyd
Rapyd (formerly Valitor / Cardpay) provide statements in the Rapyd Client Portal. Log in, open Statements or Reports, select the month and download the PDF. No access? Contact Rapyd support to request your monthly statement. Customer support: 0808 204 0349.
Trust
Trust Payments provide statements through their merchant portal (MyST) and/or by email. Log in to MyST and look under Statements / Billing, or contact Trust Payments support and ask for your latest monthly statement. Customer support: 0333 240 6000.
Other / not sure
Not sure who your provider is, or can’t find your statement? It’s usually one of: (1) a monthly email from your provider with a PDF attached or linked, (2) an online merchant portal or app under ‘Statements’, ‘Invoices’ or ‘Reports’, or (3) a posted paper statement. Still stuck? Upload whatever you have, or send us your provider’s name and we’ll point you in the right direction.
How to remove password protection from your merchant statement
Some providers supply statements as password-protected PDFs. Once you open the file with its password, making an unlocked copy to upload is quick. Only remove protection from statements you’re authorised to access.
Why your statement might be locked
Providers password-protect statements for security. The password is usually in the covering email, or set to something like your Merchant ID, business postcode, or account number — check the original email or your online portal. If you can open and read the file, you already have what you need to make an unlocked copy.
Quickest fix — “print” it to a new PDF (Windows / Chrome / Edge)
Open the statement and enter its password so it’s on screen. Then choose File › Print (or Ctrl + P), and for the printer pick “Save as PDF” or “Microsoft Print to PDF”. Save it — the new file opens without a password.
On a Mac (Preview)
Open the statement in Preview and enter the password. Choose File › Export as PDF (and make sure the “Encrypt” option is unticked), then save. The exported copy has no password.
In Adobe Acrobat / Reader
Open the file with its password. In Acrobat, the simplest route is again File › Print › “Save as PDF”. (In paid Acrobat you can also use File › Properties › Security and set security to “No Security,” which needs the document’s permissions password.)
If you don’t know the password
It’s almost always in the original email from your provider, or based on your Merchant ID / postcode / account number. If you still can’t find it, contact your provider’s support and ask them to confirm it or resend an unlocked copy — see the provider guide above for support numbers.
Or just send it as it is
You don’t have to unlock it yourself. Upload the protected statement and tell us the password in your covering note, or ask your provider for an unlocked copy — whichever is easier. We’ll take it from there.