View Monthly Statements in Lighthouse Business Manager

Description: Learn how to access and download your monthly Shift4 statements in Lighthouse Business Manager (LBM). Statements include detailed transaction summaries, batch totals, and associated fees for each location or consolidated group. 

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Overview

Shift4 provides monthly statements that include a detailed breakdown of services and charges, such as:

• Number of transactions processed
• Batch totals
• Associated fees

Statements are delivered as e-statements by default and are available 24/7 in the Lighthouse portal.

Note: Please add notify@shift4 to your safe sender list to prevent Shift4 statements from going into your spam folder. 

Access Individual Location Statements

1. Log in to Lighthouse Business Manager.
2. From the left navigation menu, go to Reporting > Statements.
   
    
3. If you manage multiple locations, select the location(s) from the Location dropdown and select Confirm.
   
4. To view a different year, update the Year dropdown.
5. Select the Download button, then select PDF to download the statement(s).
   

Access Consolidated Statements

Consolidated statements provide a single monthly view across selected locations, featuring:

• An aggregated financial overview
• Side-by-side details for each location
• Faster, easier reconciliation

Key Details

• Available in PDF and Excel formats
• Generated at the beginning of each month
• Requires a statement group (a custom group of selected locations) to be created first

To download a consolidated statement:

1. Log in to LBM.
2. From the left navigation menu, go to Reporting > Statements.
   
3. In the Location filter, select a Statement group and select Confirm.
   
4. Download the consolidated statement in PDF or Excel format.