How to Close a Batch in the Merchant Portal

Click Transactions in the Navigation Menu and then select Batches. Only highlighted Batches are currently Open. Locate the Open Batch you would like to close and select the View Summary Button, represented by a Chart Icon to the left of the Batch Number.

Note

Any Register that is running the 6.15 app and above will no longer support the function to close the batch from the Merchant Portal. In addition, any application using Terminal Capture will also not support the Batch Close feature from the Merchant Portal.

Click the Close Button. Review the Batch information.

If the Batch contains cash, enter the cash amount in the text box, or select the Cash Counter Button and enter denominations in the Batch.

Select the Close Button when finished.

Step by Step Summary

1. Click Transactions in the Navigation Menu and then select Batches
2. Locate the Open Batch you would like to close and select the View Summary Button, represented by a Chart Icon to the left of the Batch Number
3. Click the Close Button
4. Review the Batch information. If the Batch contains cash, enter the cash amount in the text box, or select the Cash Counter Button and enter denominations in the Batch
5. Select the Close Button when finished