Viewing Statements In ClientLine

If you're missing a monthly statement; don't worry about it! Every monthly statement is available online in ClientLine after the last day of the month.

Downloading a past statement: 

  1. Go to ClientLine. Not registered with ClientLine? Learn how to register here
  2. Select the blue Merchant Login button, and enter either your Visa or MasterCard User ID and password.
  3. Select Applications, and choose ClientLine Reporting from the drop-down menu.

  1. Select Funding, then Monthly Statement.
  1. Leave 'Hierarchy ID' blank.  Be sure to include the last day of the month you need to view.

  1. You can choose whichever statement from an available list of before clicking Get Statement. You'll start downloading a PDF copy. 

To view statements for the other card type, log out and log back in using the other set of credentials. 

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