How do I manage payment batches?
Batches group all card payments made during a shift into a single settlement. You open a batch at the start of service and close it at the end — this determines when your funds are paid out and makes end-of-day tallying straightforward.
Each store can only have one batch open at a time. If your store has multiple Terminal devices, transaction data is synced across all of them.
Start a batch
When no batch is currently open, you'll see a Start Batch button on the Terminal home screen. Tap it to open a new batch.
Once a batch is open, the home screen will show the payment numpad instead.
View the batch summary
The batch summary shows your total amount collected, broken down by card brand (Visa, Mastercard, Amex).
To open it, either:
Tap the batch info button at the bottom-right corner of the numpad screen, or
Go to Batches and tap the batch you want to view.
From the batch summary page, you can view totals, print a settlement report, or browse individual transactions.
Print a settlement report
A settlement report gives you a full breakdown of amounts collected — useful for tallying accounts at the end of a shift.
Navigate to the batch summary page.
Tap the Print button above the batch summary section.
Close a batch
Close your batch at the end of service, once you're sure there are no more transactions for the shift. Once a batch is closed, you can no longer void transactions — make sure your accounts are tallied first.
Navigate to the batch summary page.
Tap the red Close Batch button at the top of the page.
Once a batch is closed, transactions in that batch can no longer be voided.
If you forget to close a batch manually, it will be closed automatically based on your store's batch cut-off time.
Configure the auto batch cut-off time
The batch cut-off time automatically closes any open batch if you haven't done so manually. Your payout date is based on when the batch closes, so this setting is important if you operate past midnight.
To set the cut-off time from the Terminal section in Merchant Admin:
Log in to Merchant Admin and select your brand.
Go to Terminal and scroll down to Your Batch Cut-Off Times.
Find the store you want to configure and click Edit.
Select the preferred time and click Submit.
You can also update this setting from the store settings page in Merchant Admin.
If you don't operate past midnight, your payout timing won't be affected by this setting. If you do operate past midnight, setting a cut-off time ensures your batch closes at the right time and payouts align with your operational hours.
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