Save time with Merchant eStatements

A secure and convenient way to access your merchant statements online.^

Authorised users of Westpac Online Banking and Corporate Online can now access merchant statements online. Below is a step-by-step guide on how to set up and view merchant statements online.^

How do you sign in to view business products?

Viewing Merchant eStatements

If you access your existing business products from your personal banking profile, your Merchant eStatements are immediately available.

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

 

Setting Statement Preferences

If you prefer paper statements, you can switch back at any time.

  1. Sign in to Westpac Online Banking
  2. Under Services & Preferences, select Preferences.
  3. Expand the Statements preferences menu.
  4. Select the Merchant Number to view and select Go.
  5. Select your preferred statement delivery method.
  6. Click Save.
     

If the email address listed is not up-to-date, you can update it in Personal details within Service & preferences.
 

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.

 

FAQs

If you have opted-out of the automatic migration to eStatements, you will still be able to view eStatements in Westpac Online Banking in addition to receiving paper statements via direct mail.

If you wish to no longer receive paper statements, you can manage your preferences at any time in Westpac Online Banking by selecting eStatement within Statement Settings for Business Networks and Preferences for personal profiles. This preference will apply to the next Merchant Statement cycle. If you have any further queries, you can contact the Merchant Helpdesk on 1800 029 749.

 

 

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 1st  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

As an Administrator, you can manage your network’s Merchant Statement preferences by the following steps:

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

If the business network allows one Administrator to perform administration tasks

  • Changes will be updated when the Administrator makes a statement preference selection.

 

If the business network requires more than one Administrator to authorise administration tasks

  • Change in statement preference will require approval from the required number of additional Administrators.
  • Account will show a blue notification box which informs the Administrator that changes are pending approval.

FAQs

If you have opted-out of the automatic migration to eStatements, you will still be able to view eStatements in Westpac Online Banking in addition to receiving paper statements via direct mail.

If you wish to no longer receive paper statements, you can manage your preferences at any time in Westpac Online Banking by selecting eStatement within Statement Settings for Business Networks and Preferences for personal profiles. This preference will apply to the next Merchant Statement cycle. If you have any further queries, you can contact the Merchant Helpdesk on 1800 029 749.

 

 

Setting up Merchant Statements in Corporate Online

Your Statement preferences are changing
If you are an existing user of Corporate Online and have View access to EFTPOS reporting, we will be automatically switching on your Merchant statements in Corporate Online. If you’d like to continue to receive paper statement as well, your Corporate Online administrator can update the statement preference in Corporate Online.
 

To enable merchant statements in Corporate Online, an Administrator needs to provide the User with access to Receipt feature, an Office, and EFTPOS reporting. 

Existing Users with EFTPOS reporting access, will automatically be able to view Merchant statements.

Viewing merchant statements in Corporate Online: 

  1. Sign into Corporate Online
  2. Under Receipts select Merchant statements
  3. Select the merchant service and year
  4. Download or print your statement.

Frequently asked questions

If you are an existing User of Corporate Online and have view access to EFTPOS transactions, your merchant statements will be available from the Online Receipts left-hand menu from 15 March 2021. If you don’t currently have access to Corporate Online, you will need to ask your Corporate Online Administrator to review and set up your access to Online Receipts and an EFTPOS service.

We have launched merchant online statements in Corporate Online, allowing access to merchant statements online, at any time. 

In addition to online statements, if you also wish to continue to receive paper statements, your Corporate Online Administrator can change your statement preference in Corporate Online within Receipts service in Manage. If you have any further queries, you can contact the Merchant Helpdesk on 1800 029 749.

If you wish to receive a paper statement for March, you’ll need to take these steps between 15 March 2021 and 28 March 2021.

Chain and Headquarter merchant statements will also be available online in Corporate Online from 15 March 2021.

Please ask your Corporate Online Administrator to complete the application form and assign access to these statements.

 


 

View Merchant eStatements in Westpac Online Banking
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View Merchant Statement in Corporate Online
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Merchant Business Helpdesk

1800 029 749

8am – 8pm (Sydney time), Mon – Fri

Things you should know

^For eligible merchant facilities when accessing eStatements through Westpac Online Banking.

1. Your Merchant Member Number (MMN) is a unique account number which represents all merchant service facilities that are used by your business or organisation. Providing the MMN can assist us to easily identify and help you with your merchant service facility. This MMN is visible to the Administrator via Westpac Online Banking. Linked to your MMN you will have associated Merchant numbers (Merchant ID’s) which are identifiers assigned to each individual Merchant product for your business. These are located on your monthly statement.