How to troubleshoot issues with batching and settling transactions on my Valor terminal?

My Terminal is not batching, or a gift card transaction is stuck

These issues usually relate to transactions not clearing properly. Here’s what you can do:

1. Attempt a Clear Reversal (this may require support assistance).
2. Try settling any open batches:
3. Tap the star (★) icon.
4. Select 2. Settlement.
5. Enter your password (the default one is the last 4 digits of your EPI).
6. Tap OK to confirm.

If the issue persists, contact Valor PayTech support for help with stuck transactions or reversals.

You can visit the Valor PayTech Knowledge Base by scanning the QR Code provided in the guide with your mobile device to search for troubleshooting articles.

How do I close a batch using the Online Portal?

1. Navigate to Transactions in the Sidebar Menu.
2. Locate the most recent transaction associated with the specific EPI.
3. Select the Vertical Ellipsis next to the transaction.
4. Choose Open Batch.
5. Select the Action Button, and then click Close Batch to complete the process.

How do I configure my terminal for Auto-Batch or Manual Batch?

1. Navigate to Device Management within the Online Portal.
2. Locate your terminal's EPI.
3. Select the Vertical Ellipsis next to the EPI, then choose Edit Parameters.
4. In the Terminal & Transaction section, toggle Batch Out to Auto and specify the Settlement Time for automatic batching, or toggle Batch Out to Manual for
5. manual settlement.