Users with the following user roles
can view batches:
- Merchant Manager
- Merchant Clerk
- Reporting Manager
- Reporting Clerk
- Virtual Terminal Manager
Important: Your batches on OpenEdge View include only card transactions. To view your batches for check transactions, go to the OpenEdge Check Portal.
We automatically settle your batch at the same time every day, however you can also manually settle a batch at any time.
Note: Each terminal has its own batch.
To manually settle a batch, complete the following steps:
Step 1. Click the Batches tab.
Step 2. Select the search period:
a. Click the Batch Open Date & Time drop-down menu and either:
- Select one of the default search periods.
- Select Custom and use the calendar tool to choose your own search period.
Step 3. Select the terminals you want to include in your search. To do this, complete the following steps:
a. In the Terminal section, click SELECT.
b. (Optional) To search for a specific terminal, enter the Terminal ID or the Terminal Name into the filter.
c. Select the terminals you want to include in your search.
d. Click SAVE SELECTION.
Step 4. (Optional) Type the Batch ID.
Step 5. Select the Batch State, which is one of the following or both:
Step 6. Click SEARCH.
Step 7. Click on the Batch ID of the batch you want to settle.
Step 8. Click SETTLE, then click OK.
You can export the list of batches by selecting one of the following formats:
Let us know if this answered your question. If not, please let us know why!
Tags: close batch, settlement, openedge view, search batches, manage batch