Reporting with Cardnet

  • On 3 October 2022 we’re making improvements to our Clientline Reporting tool and changing its name to Clientline Enterprise. The new tool has a fresh look, allows you to create more detailed reports than before and is easier to use.

    You’ll be able to use Clientline Reporting until 15 November 2022 but you’ll no longer be able to access it after this date and will need to set up your regular scheduled reports using Clientline Enterprise before then. 

    Also, after 15 November 2022, statements will not be available in Business track and will need to be accessed through Clientline Enterprise.

    Clientline Enterprise user guide
    Get started with Clientline Enterprise 

    Download the user guide (PDF, 2MB)

    Clientline Enterprise Frequently Asked Questions

    Download the FAQs (PDF, 158KB)

    Use our short video guides to help you view detailed card transaction data and generate reports in ClientLine.

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    How to enrol on Business Track or ClientLine
    See what information you need to enrol.

    Watch the video

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    How to access ClientLine
    Find out how to log on and use ClientLine for reporting. 

    Watch the video

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    Accessing and using ClientLine
    Get started with ClientLine to track, manage and analyse your card transactions.

    Download the guide (PDF, 224KB)

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    Benefits of ClientLine
    How to manage your merchant account online and take control of your day-to-day business.

    Download the guide (PDF, 82KB)

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    Viewing your charges
    A guide to reviewing your charges and running reports.

    Download the guide (PDF, 5.4KMB)

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    Already registered for Business Track?

    Log on

  • These short videos and PDF guides will help you access your Remote Access Portal (RAM) to keep track of your transactions.

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    How to log in to RAM
    What you’ll see when you log on.

    Watch the video

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    RAM Merchant profile overview
    How to access your details in RAM.

    Watch the video

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    How to access your statement
    Where you can find your online statements.

    Watch the video

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    How to reconcile your sales activity
    Learn about reviewing your sales activity in RAM. 

    Watch the video

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    Understanding your accounts
    Find out about your different accounts and the information they hold.

    Watch the video

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    Your interchange summary
    Learn about interchange fees and where to view them online.

    Watch the video

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    How to review your chargebacks
    View and work your chargebacks online.

    Watch the video

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    RAM quick reference guide
    This guide is to help you better understand and use the RAM reporting service.

    Download the guide (PDF, 1.38MB)

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    Cardnet statement
    A guide to understanding your statement.

    Download the guide (PDF, 224KB)

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    Breakdown of merchant charges
    How to view your Merchant Service Charge (total cost per transaction) and interchange fee at transactional level. 

    Download the guide (PDF, 793KB)

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    Already registered for RAM?

    Log on

  • See a high-level overview of your payments and transactions including underlying interchange costs, access your reporting and download statements of your monthly fees and charges.

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    Get started with Merchant Portal
    Speak to our Business Management team to get started with Merchant Portal today.
    01268 567 100.

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    Already registered for Merchant Portal?

    Log on

Everything you need to access your key account information in Business Track.

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Getting started with Business Track
Find out how to access and use Business Track

Watch the video

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Accessing and using Business Track
How to log on and find your way around the Business Track online portal.

Download the guide (PDF, 64KB)

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Already registered for Business Track?

Log on

Cardnet FAQs

Get answers to the most-commonly asked questions about taking payments with Cardnet.

FAQs
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Getting started with Cardnet

Our ‘how to’ videos and helpful PDF guides will get you up and running in no time.

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Staying secure and compliant

Everything you need to know to keep your business secure and compliant while taking payments with Cardnet.

Security and complianceSecurity and compliance

Important legal information

Cardnet® is a registered trademark of Lloyds Bank plc.

We may monitor or record calls to make sure we have carried out your instructions correctly and to help improve the quality of our service.

Please remember we cannot guarantee the security of messages sent by email.

Lloyds Bank plc and Bank of Scotland plc (member of Lloyds Banking Group) are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Authorisation can be checked on the Financial Services Register at www.fca.org.uk