🗺️ Use Clearent's online platform, to see deposits, transactions, processing fees, tax documents, and statements.
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How do I get access?
Contact Customer Support Team to get setup. Login here if you already have access.
You'll get two emails from clearent.noreply@clearent.com with a link to create your account.
For set up you'll need your Merchant ID -> found under Settings -> Payments
Create your username and password -> then you'll receive a confirmation email (can take up to 1 hour) to access the portal
Bookmark this page for easy access in the future: https://my.clearent.net/
What information can I find in Clearent's portal?
Via the home screen, you'll see a section titled Today’s Stats which gives you access to the following:
Last Deposit Amount
Yesterday’s Total Sales
Year-to-Date Volume
Sales Volume
Via the Home screen -> find the following:
Batches: View daily volume, business stats, and access detailed batch and transaction information by location
Transactions: View and search transaction information
Funding: Deposit and withdrawal information, includes processing fees and the bank account for deposit
Chargebacks - Complete view of chargeback details
Statements & Tax Forms: Access monthly statements or 1099-K tax forms
*Batches are settled at 11:59pm (your timezone) each day.
More on Daily Funding:
Via the Funding tab -> View deposits and withdrawals information (customize date range as needed)
Find daily batch processing fees -> click on the deposit for the expanded view -> to see the transactions included in the batch
Find your last four (4) digits of the bank account attached for deposits
How do I find my Monthly Statements & Tax Forms?
Click on Statements & Tax Forms via the menu (on the left)
For Statements -> select the Statement from the list -> download upper right
For Tax Forms -> select the Tax Documents tab -> select desired documents -> download upper right
How do I contact Clearent?
Our Customer Support Team is always happy to reach out to Clearent on your behalf
Or you can call Clearent @ 855.558.3414
How do I update the Bank Account for deposits?
❗If there are any changes to your legal name or business entity (EIN changed), Clearent will need you to reapply with new Legal and banking information for IRS reporting purposes.
Contact our Customer Support Team for more information on reapplying.
💰 If no legal information has changed, here's how to change banking:
From Compass -> select Account Settings via the menu on the left -> then Bank Account Settings
Click on the green Edit All to start the bank change process
Click Remove -> then Add New Bank Account
Complete the fields with your new banking information -> select all three boxes at the bottom (Deposits, Fees, and Chargebacks)
Upload a copy of your new banking information (see below requirements)
Select Submit at the top left
You'll receive an email from Clearent confirming submission, & another email when the bank change is approved (allow 3-5 business days)
Be on the look out for an email from Clearent if they need to verify the account
❗Clearent only accepts pre-printed voided business checks or a DDA (Demand Deposit Account) Bank Letter. If you don't have pre-printed checks, reach out to your bank and ask for a DDA Bank Letter on bank letterhead, with the full routing number, full account number, and signed by a banking representative.
How long does a bank change take?
Bank changes process in about 3-5 business days
Funds will continue to deposit into your old bank account -> until new banking is approved
What is a Chargeback (or Disputed Charge)?
A chargeback, also known as a Disputed Charge, occurs when a cardholder/client questions a transaction and asks their bank to reverse it.
The ability to dispute a payment is meant to protect consumers from unauthorized transactions.
When a chargeback happens, disputed funds are withdrawn from the businesses bank account until the card issuer/bank settles the dispute.
If the bank rules against the charge, funds are returned to the cardholder/client.
If the bank rules in the businesses favor, funds will be returned to the business.
How do I view chargebacks via Clearent?
👉 Click the chargeback tab to view disputed charges. For more information on what to do when you receive a chargeback contact Customer Support for help.