Use these steps when you are ready to close the current open batch.
Before You Begin
- Resolve any transactions with an unknown or uncertain status.
- Review any pending offline transactions.
- Confirm the correct merchant profile or MID is selected.
Settle the Batch
- Open Favorites or Services.
- Select Show/Settle Batch or Settle Daily Batch.
- Review the batch transaction count and total amount.
- Confirm the correct merchant profile.
- Authenticate using the approved manager method if prompted.
- Confirm settlement once.
- Wait for the final settlement response or report.
- Verify that the batch is closed before attempting another settlement.
Contact Support If
- Settlement is declined or times out.
- The batch remains open after a successful settlement response.
- The batch totals do not match.
- Pending offline transactions prevent settlement.
Important: Do not power off the terminal while settlement is processing.