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:
- Go to ClientLine. Not registered with ClientLine? Learn how to register here.
- Select the blue Merchant Login button, and enter either your Visa or MasterCard User ID and password.
- Select Applications, and choose ClientLine Reporting from the drop-down menu.
- Select Funding, then Monthly Statement.
- Leave 'Hierarchy ID' blank. Be sure to include the last day of the month you need to view.
- 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.