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Handling manual settlement

Version: V4.4
Added on: 12/12/15
Difficulty:
Time: 30 min
Category: Tutorials

Useful Terms

Batch     Settlement    

Handling manual settlement

  1. Are you ready?

    In this tutorial we are going to learn how to manage manual batch settlement. To learn more about manual settlement, review this guide.

    We will use the following parameters:
    Settlement
    Type: Manual

    Batch
    Type: Realtime
    Status: Queued
  2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant Account in the top left section of the screen.

    Note: Settlement can be configured only at merchant account level.
  4. Click   Detailsbutton in the top left section of the screen.
  5. Locate     Processing  menu itemand choose Settings menu item from the list.
  6. Locate   Settlement  groupbox
  7. Select manual in Typedropdown to allow manual settlement.
  8. Click   Savebutton
  9. Now, let's learn how to initiate settlement for real-time batches that are set for manual statement.
  10. Click   Submissionsbutton in the top section of the screen.
  11. Choose   Batches  menu item  from the list.
  12. Locate   Batch Search  groupbox
  13. Select Realtime in Typedropdown
  14. Select Queued in Batch Statusdropdown
  15. Click   Findbutton
  16. Locate   Batch List  groupbox
  17. Click   Actionsbutton next to the batch you want to settle.
  18. Choose   Close Batch and Settle  menu item  from the list. Batch is closed now and settlement process has been started.
  19. Congratulations, you are done!

    You have learned how to handle manual batch settlement. Now you can do this by yourself.

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How to review batch totals 04/08/15 15 mins This tutorial will teach you how to review merchant's totals.
How to locate a sub-batch for review 11/25/15 30 mins In this tutorial you will learn how to locate a sub-batch for review and further approval.
How to cancel a batch/sub-batch 02/18/16 15 mins In this tutorial you will learn how to cancel a batch or sub-batch.

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