The Manage Batch Tab

The Manage Batch tab allows merchants to view their open batches and close batches manually when ready for settlement.

Manual Batch Closure Process:

1. Navigate to the Manage Batch tab from the dashboard
2. View the list of open batches with their transaction counts and totals
3. Verify the batch contents are correct (all transactions are captured, tips are adjusted, etc.)
4. Click the Close Batch button for the batch you wish to settle
5. Confirm the closure when prompted
6. The batch moves from “open” to “closed” status and transactions are submitted for settlement

When to Close Batches Manually:

• End of business day – ensuring all day’s transactions settle overnight
• Before weekends/holidays – capturing all pending transactions before a non-business period
• After completing tip adjustments – restaurants and service businesses should close batches after all tips have been entered
• After processing a batch upload – verify all transactions are captured before settling

Note: Once a batch is closed, transactions within it can no longer be voided. If a merchant needs to reverse a transaction in a closed batch, they must process a refund instead. Refunds may take 3-5 business days to appear on the customer’s statement, and processing fees from the original transaction are typically not returned.Agent Best Practice: Advise merchants to review their open batch before closing. Verify that all transactions are accounted for, tips are adjusted, and there are no transactions that need to be voided. Closing a batch prematurely can create accounting complications.