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How to Download Settlement Statements in the Paynt Portal

You can easily view and download your merchant Settlement Statements from the Paynt Portal in just a few clicks.

Updated over 3 weeks ago

πŸ”Ž Where to Find Your Statements

  1. Log in to the Paynt Portal.

  2. Navigate to the Statements section under the "Reporting" tab.

  3. Use the date filter πŸ“… to select the period you want.

πŸ‘‰ Make sure you apply the filter before downloading β€” this ensures your statement covers the correct period.

βœ… Steps to Download

  1. Select the desired period using the filter.

  2. Choose your preferred format (PDF, CSV, Excel).

  3. Click Download ⬇️.

And that’s it β€” your Settlement Statement is ready! πŸŽ‰

✨ Pro Tip: Use the PDF version if you need a quick summary of gross, fees, and net. Use CSV/Excel if you want to analyze detailed transaction data. πŸ“Œ Custom Reports: For more tailored insights, merchants can request custom monthly reports by contacting Paynt support or their account representative. Specify the type of report and details required, and receive personalized financial documentation to better analyze transaction history or settlement data.

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