View an Open Batch

View an Open Batch

1. Navigate to Transactions in the Sidebar Menu.

2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch.

Here you will be able to view all the Transactions within the current Batch related to the Terminal that Transaction was posted from.

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    • View Open Batch

      1. Navigate to Transactions in the Sidebar Menu. 2. Locate the Transaction within the Merchant's Batch, select the Vertical Ellipsis(⋮), followed by Open Batch.

    • Close an Open Batch

      1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. 3. Select the Action button, followed by Close Batch.

    • Export an Open Batch Report

      1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. 3. Select the Action button, followed by Export.

    • Tip Adjust an Open Batch

      1. Navigate to Transactions in the Sidebar Menu. 2. Locate the most recent transaction within the Open Batch, select the Vertical Ellipsis(⋮) followed by Open Batch. 3. Select the Action button, followed by Add Tip. 4. Next Adjust the Tip Amount on ...

    • Batch Reports

      1. Navigate to Reports in the Sidebar Menu. 2. Select BatchOut Report. Filter Options 1. Select the Filter button then by modifying the following: Date Range EPI/Merchant Name/Store Number 2. Select Search to show the updated list of Batch Reports.