What are batches
Batches are a way of grouping payments together. You can start a batch at the start of a shift and end the batch at the end of the shift. This allows all the transactions that occurred during the shift to be grouped together, enabling you to quickly generate accurate settlements tally accounts for the shift.
Each store can only have 1 batch open at any point in time. If there are multiple devices in the store, the transactions data will be synced between all devices.
If you operate past midnight, there might be change to your payouts.
Starting a batch
To start a batch, simple click on the "start batch" button on the homepage. This button appears when the store has no open batch currently. If there is a batch open, you will see the numpad page instead.
Viewing batch summary
Batch summary captures all the essential information of a batch, such as total amount collected, as well as a breakdown of the amount collected for various card brands(master, visa, amex).
To view batch summary, you can either:
Click on the batch info button at the bottom right corner of the numpad page
Navigate to batches and click on the batch that you want to view
On the batch summary page, you can view batch summary details, print your settlement report or view transactions that belong to the current batch.
Generating settlement report
A settlement report contains a breakdown of all the amount collected, which can be used to tally accounts at the end of a service/ shift. To generate a settlement report, first navigate to the batch summary page. Then click on the "print" button located just above the batch summary section. Below is an example of the settlement report:
Closing a batch
Closing a batch will end the currently open batch. We recommend closing the batch at the end of a service or shift, once you are sure that there will be no more transactions for the day. Once batch is closed, you will not be able to void any transactions. Do ensure that your accounts are tallied before closing the batch.
To close the batch, first navigate to the batch summary page. If the batch is open, there will be a "close batch" button in red located at the top of the page. Click on that button to close the batch.
If you have forgotten to close a batch, it will be closed depending on your batch cut-off time. This can be configured in store settings in your merchant dashboard. Learn how to do that here.
Batch cut-off time is a setting used to automatically close the terminal batch if the batch has not been closed manually via the Terminal app.
Configuring Auto batch cut-off time
Every store has a batch cut-off time is a setting used to automatically close the terminal batch if the batch has not been closed manually via the Terminal app. Payouts will be determined by the date when the batch is closed.
To configure your auto batch cut-off time, just do the following:
Navigate to "Terminal" page and scroll to "Your Batch cut-off times" section.
Click on "edit" button for the store that you want to configure.
Set the desired timing and click save.
You can also configure this setting in the store settings page.
Merchants that do not operate past midnight will not have any changes to their payout timings.
Merchants that operate past midnight will have their payouts delayed by 1 day because the batch will end on the next working day. However, we highly recommend that they take advantage of this feature so that payouts will match operational hours.