Content: This article describes where in "Shift4 Customer Hub" you can view and download monthly statements and what information they contain. Statements provide a transparent overview of all card payments, fees, and transactions per location and month.
Monthly Statements
The monthly statements are available for download in the "Reporting" section under the "Documents" subcategory in the left navigation. The statements contain a detailed breakdown of processed transactions and incurred fees.
The statement provides transparent traceability of sales, fees, and settlements per location and billing month.
A successful login to "Shift4 Customer Hub" is required to access.
The monthly statements are provided as electronic documents by default and are always available in "Shift4 Customer Hub".
Provided in PDF format
Generated at the beginning of the following month. For example, the January statement is available at the beginning of February.
Separate statements are created for each location
For accounts with multiple locations, select the desired location in the "Location" field before retrieving the statement. The billing year is selected via the "Year" field; both options are located at the top of the page.
Clicking the "arrow icon" in front of the desired month starts the download of the corresponding statement.
At the bottom of the page, "Notices" with additional information about the statements are also displayed.
What information can I find in the statement?
The monthly statement contains a complete overview of the card payments processed during the billing period and the associated fees.
The monthly statement contains the following information in the header section:
Merchant Number (Merchant NBR)
DBA Name
Date of the statement
Name and address of the location for which the statement was created
In the Activity Summary section:
The activity summary shows all transactions carried out in the billing month, broken down by card brands such as Visa, Mastercard, and American Express.
For each card type, the following information is displayed, among others:
currency used (Currency)
total sales amounts (Sales)
number of sales transactions (Sales Trans)
total refunds (Refunds)
number of refunds processed (Refund Trans)
total of sales and refunds (Total)
total number of all transactions (Total Trans)
The last row summarizes the totals of all columns listed.
Processing Detail
This section contains the fees charged for the transactions. The display is by card type and card scheme as well as by customer type (consumer or corporate).
The following are displayed:
total amount of processed transactions (Amount)
number of transactions (Number Trans)
processing fees charged (Processing Fees)
The last row contains the total of all processing fees charged.
Additional Services
This section lists additional fees, including for example:
monthly maintenance service fee
wire transfer fee for payouts
fees for Mastercard network tokens for mobile payments
Summary
In the "Summary" section, the fees from the "Processing Fees" and "Additional Services" sections are summarized again. The total amount is shown under "Applied for the Reporting Period".
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