What is a batch and how do I manage it?

A batch is a collection of individual payment transactions grouped together and submitted for processing at the end of a business day or at a scheduled time.

When you close or “batch out” your terminal, all the sales made during that period are sent to your payment processor for settlement. In this way the funds get deposited into your bank account.

Batching helps ensure transactions are properly recorded, processed, and funded. Depending on your terminal settings, batch closing may happen automatically or manually. 

How do I close my batch?

Closing your batch, also known as “batching out,” is the process of submitting all the transactions you’ve processed during the day to your payment processor for settlement.

The exact steps to close your batch depend on the type of terminal or payment device you use. Many terminals have an option in the menu to “Close Batch” or “Settle Batch,” which you can select to complete this process. Some devices are set to close batches automatically at a scheduled time each day, while others require manual batching out.

Closing your batch regularly helps ensure timely funding and prevents transaction delays. If you’re unsure how to close your batch on your terminal, please consult your device’s user guide or contact our support team for assistance.

How often should I batch out?

We suggest batching out at least once every business day. This ensures that your transactions are submitted for processing in a timely manner, allowing for consistent cash flow and accurate recordkeeping.

Delaying settlement can lead to funding delays, declined transactions, or potential issues with your processor. If your terminal is set to auto-batch, it will automatically settle at a designated time each day, but you can also batch manually if needed.

Can I batch out multiple times a day?

Yes, you can batch out multiple times a day. Some merchants choose to batch out more than once daily to keep transaction totals manageable, improve cash flow visibility, or close out shifts.

Each batch is treated as a separate deposit, which could impact your funding schedule and reporting.