Settlements & Batches
  • 30 Aug 2022
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Settlements & Batches

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By default, your account will be setup to automatically settle your transactions at midnight (MST). If your account has been configured for manual settlements:

  • Click View Batch
  • Click Current Batch
  • Click Settle Batch

Viewing Current & Prior Transactions

  • Click View Transactions
  • The screen should display all the transactions from today.

If you would like to view transactions from a previous day:

  • Click View Transactions
  • Select the date range and the type of transactions to view
  • Click List Transactions
  • For detailed information a particular transaction, click on its order ID

Reviewing Past Settlements

  • Click View Batch
  • Select the month of the batch you would like to view
  • Select the date of the batch you would like to view.
  • For detailed information a particular transaction, click on its order ID

Downloading your Batch Report to Excel

  • Click Batches
  • Click on a closed batch
  • In the top right of your screen click on Export to Excel
  • Download file