Articles tagged: close batch

When will I receive my funds?

You receive your funds within the following timelines:

Within three business days of settling or batching your terminal or software.
Some businesses can expect to see the deposit for today’s transactions in their bank account the next business day.
American Express processes funds from their “ESA” and “Want to Honor” programs separately.

How do I view my Activity Overview?

To view your Activity Overview:

On the toolbar, click Overview.
Click Activity Overview.
To select a specific time range, use the Period drop-down menu.

How do I view my Sales Overview?

To view your Sales Overview:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

On the toolbar, click Overview.
Click Sales Overview.
To select a specific time range, use the Period drop-down.

Processing transactions individually is expensive and complicated, and therefore grouping transactions together is cost-effective. The Payments Portal automatically groups transactions together for processing, this is known as batching.

We recommend you close your current batch at the end of every day to avoid any higher fees that you might incur by batching your transactions later.… Read More “What is batching?”

How do I view my batch history?

On the Payments Portal, you can view batches that you have previously uploaded or closed.

To view your batches:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

On the toolbar, click Batches.
Use the Period drop-down menu to choose the time frame that your batch was in.

How do I close my batch?

To close your batch:

Complete the following steps:

On the toolbar, click Virtual Terminal.
From the side menu, click Close Current Batch.
Click Close Current Batch. The Payments Portal confirms that you have closed the batch.