These statements reflect the processing details that occurred in previous months and are typically provided by the business’s previous merchant services provider.
The details should include the history of sales, refunds, and chargebacks incurred.
Reviewing these statements helps Maxio understand processing expectations.
If your business did not previously use one of the services below and is having difficulty locating previous processing statements, we recommend that you contact your previous merchant provider to request them.
Quickbooks:
For merchants who previously only used Quickbooks to manage payments, we will accept statements from Quickbooks for the requested duration.
Stripe:
For merchants that previously used Stripe as their payments provider, the ‘Itemized Balance Change’ report for the requested duration can be provided.
If neither one of these providers applies to your business, and you cannot obtain previous processing statements, please inform your assigned Payments Specialist.