Create and Settle a Batch

To settle a Credit Card batch, user must have access to the Settlement module

User must have the Settle Batch permission selected for their account to settle batch 

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1. Login to Settlement

   You will be directed to the settlement dashboard.
   If there is not currently a Batch created but transactions exist, you will see this notification:

   

2. Under the settlement menu on the left, select ‘Create Batch’

   

3. The Create Batch page will appear with a list of transactions ready to be put in a batch.

4. Select the Create Batch button at the top of the page

   

5. A pop up will appear, select OK

   

6. A notification that the batch was successfully created will appear, select the Go to Batch button 

   

7. From the Batch page, select the Send Batch button to send the batch to your Credit Card processor