CloverConnect - Accessing Statements

Welcome to our knowledge base article, where we will guide you on how to easily access your CloverConnect statements.

Keeping track of your transaction history and financial records is essential for managing your business effectively. In this guide, we'll show you the simple steps to access your statements through our user-friendly platform, empowering you to review your payment activities and gain valuable insights into your business performance.

Whether you need monthly summaries or detailed transaction reports, CloverConnect provides a secure and convenient way to access your statements. 

To log into CloverConnect you’ll need to access the backend portal called CardPointe. We’ve attached a link to this guide on accessing Cardpointe.

How to Access Statements in CloverConnect

  1. After logging into CardPointe, navigate to the report section.
  2. Click on the statement section
  3. If you have multiple locations -  pick the location from the drop down list
  4. Using the download link, you can download any monthly statement that is within CoverConnect. 

The statement comes in handy to provide you an overview of all transactions for the month, as well as any fees incurred for those transactions. 

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