Save time with Merchant eStatements

Setting up Merchant eStatements on a Business Network

To enable Merchant Services on Westpac Online Banking, a Network Administrator needs to set up the business network arrangement in 3 easy steps. 

For existing customers as of July 1^st  2019 who did not opt-out of the migration to eStatements between the 1st of July and the 26th of July 2019, Step 1 and 2 will be automatically completed for your convenience.

Step 1

1. Hover over Administration and select Account access levels.

2. Select the Merchant Member Number (MMN)¹ you wish to gain access to.

3. Using the dropdown box, change Access level to Value access.

3. Click Save.

Step 2

1. Hover over Administration and select Features and Approvals

2. Under Services select View Merchant eStatements

3. Click Save

Step 3

1. Hover over Administration and select User Administration.

2. Select the Administrator's name to access the Edit User Screen.

3. Scroll to Merchant Member Number (MMN)¹ and select the Merchant ID the Administrator needs to view.

4. Click Save
 

The Network Administrator will now be able to view Merchant eStatements and assign the feature to other Network Users.

Viewing Merchant eStatements

After establishing the network arrangement, activating Merchant eStatements within 'Features and Approvals' and assigning view access to themselves as Users, Administrators can now view Merchant eStatements.

For desktop users

1. Sign in to Westpac Online Banking. 
2. Under Overview, select Statements.
3. In Statements, select ‘view’ under Merchant Statements.
4. Select the merchant service and year. 
5. Download or print your statement

For mobile users

1. Select the ‘Menu’ icon from the top lefthand corner.
2. Select 'Services & Security'.
3. Under Statements and reports select Statements.
4. Select ‘View Merchant statements’
5. To view a statement, select any available Statement numbers or click on Download

Administrators can assign view access to Merchant eStatements to Network Users via the steps below.

Setting Statement Preferences

1. Hover over Administration and select Statement Settings

2. Locate the Merchant Number (Merchant ID’s) from the list of available Accounts and Services

3. Toggle Statement type between ‘Paper statement’ and ‘eStatement’
 

If the listed business email address under Primary business email is incorrect, please update it by selecting Edit.
 

Note: Selecting ‘Paper statement’ still allows you to view electronic statements online. You will also receive statements by mail. Preferences can only be managed via desktop.

Setting up Permissions on a Business Network

Assigning Merchant Services to Existing Users

1. Hover over Administration and select User Administration.
2. Select the User's name to access the Edit User Screen.
3. Scroll to Merchant Member Number (MMN) and select the Merchant ID the User needs to view.
4. Click Save

Assigning Merchant Services to New Users

1. Hover over Administration and select User Administration.
2. Select New User.
3. Within Step 2 - Account access in the user creation process, select the Merchant Member Number (MMN) the user needs to view.
4. Within Step 4 - Services access in the user creation process, select the Merchant ID's (MID's) the user needs to view.

Important information

FAQs