Closing batch payments (USA only)

If you have an integrated credit card processor (see Setting up payment processing), you can close and send daily credit card payments to your payment provider. You can do this manually or set to automatically close the open credit card payments at a specified time every day.

Manual batch closing

  1. On the Payments screen click the Payment Processing tab.
  2. Before closing the batch, make sure that the payment amounts and tips are correct. A warning icon appears next to a payment if the same credit card was used for more than one payment on a receipt, so that you can quickly view and edit the payment before capturing and closing the batch. Click Edit to modify a payment.

    You can filter the payment list to show only open payments by selecting Open Batches from the Payment List at the top of the screen.

  3. If required, Capture all currently uncaptured payments.
  4. Click Close Batch.

Automatic batch closing

If your payment processor is set to Preauth capture, you can set to automatically close the open credit card payments at a specified time every day. Automatic batch closing is set in the payment processor settings. See Setting up payment processing.

Edits to open credit-card payments or tips must be done before the auto-capture time.

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