Batches For Payment Processing

The Batches tab allows you to view the current batch and earlier batches, as well as allowing you to manually close a batch, export batch reports, and view Queued (authorized) transactions. It is also where the Batch Upload feature resides.

Batch Closures:

You can set when your batches should close in your Control Panel> General> Batch Settings. You can set multiple batch closures daily.

Manual Closure:

You can also manually close a batch at any time, by clicking on the Close Batch button in the bottom right corner of the Batches screen.

Queued Transactions:

• To view your queued transactions, navigate to the Batches tab on the left panel and click on the Queued tab at the top of the Batches tab screen. (For help on what queueing a transaction means and on how to queue transactions, please refer to section 
   
  Queuing a transaction-see how
• You can void, recharge or capture a transaction by clicking on the appropriate Actions icon buttons on the right-hand side of each transaction. Capturing a transaction will include it in the current batch and it will settle whenever the batch closes.
  

Batch Uploads:

• Batch uploads allows you to upload a csv file to the gateway with multiple transaction details, such as customer name and card or ACH details, and run then all automatically instead of manually processing each transaction separately.
• To upload a card batch, navigate to the Batches tab on the left panel, and click on the Batch Upload button in the top right corner of the page.
• A pop-up will give you the option of Download card template with the required headers: Amount, Card Number, Expire Year, Expire Month and additional optional columns of data.
• Once you have filled a csv with your card transactions, you can upload it to the gateway by clicking on the Upload csv
• Click Process Transactions and the gateway will automatically process all transactions.
  

Upload a batch of ACH/Check transactions:

• Navigate to the Batches tab on the left panel, and click on the Checks tab at the top of the page, and follow further instructions as detailed for a card batch upload.
• The required headers for a check upload are: Amount, Account Number, Account Type, Routing Number, SEC Code, and Name.