{"_id":"59cc3054235d480010a19534","category":{"_id":"59cc3054235d480010a1952f","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-31T00:30:28.063Z","from_sync":false,"order":7,"slug":"settlement-of-funds","title":"Settlement of Funds"},"project":"54cc14d03be4370d0082ac5d","parentDoc":null,"user":"54595f39df560c0800b40fc0","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-31T00:31:29.699Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"The easiest way to close your daily Transaction Batches is to use Hosted Checkout Retail's support for [Automatic Batch Closing](doc:automatic-closing).\n\nIf you need to manually close your batch, you can do this by first visiting the Batch Tab. You will see the Current Batch at the top of the screen, with a Close Batch button near the top right.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/tQVaOozFSQuKwdZOqD3H_Batch%20-%20Current%20Batch%20-%201%20Before%20close.png\",\n        \"Batch - Current Batch - 1 Before close.png\",\n        \"2880\",\n        \"836\",\n        \"#64a4a4\",\n        \"\"\n      ],\n      \"caption\": \"Batches - Current Batch before Manual Close\"\n    }\n  ]\n}\n[/block]\nClick the Close Batch button. You will now see the Confirm Batch Close dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/AwR4wbDQi0RPrqMczJWQ_Batch%20-%20Current%20Batch%20-%202%20Confirm%20close.png\",\n        \"Batch - Current Batch - 2 Confirm close.png\",\n        \"868\",\n        \"338\",\n        \"#64a3a3\",\n        \"\"\n      ],\n      \"caption\": \"Confirm Batch Close Dialog\"\n    }\n  ]\n}\n[/block]\nClick the OK button to confirm that you want to Manually close the Batch.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/my4iWKeQQJa0jM9uPs8B_Batch%20-%20Current%20Batch%20-%203%20After%20close.png\",\n        \"Batch - Current Batch - 3 After close.png\",\n        \"2880\",\n        \"950\",\n        \"#63a3a4\",\n        \"\"\n      ],\n      \"caption\": \"Batches - Current Batch after Manual Close\"\n    }\n  ]\n}\n[/block]\nThe Batch will be closed, and a confirmation alert will appear near the top of the Batches View.\n\nYou have now Manually closed the selected Batch.","excerpt":"","slug":"manual-closing","type":"basic","title":"Manual Batch Closing"}

Manual Batch Closing


The easiest way to close your daily Transaction Batches is to use Hosted Checkout Retail's support for [Automatic Batch Closing](doc:automatic-closing). If you need to manually close your batch, you can do this by first visiting the Batch Tab. You will see the Current Batch at the top of the screen, with a Close Batch button near the top right. [block:image] { "images": [ { "image": [ "https://files.readme.io/tQVaOozFSQuKwdZOqD3H_Batch%20-%20Current%20Batch%20-%201%20Before%20close.png", "Batch - Current Batch - 1 Before close.png", "2880", "836", "#64a4a4", "" ], "caption": "Batches - Current Batch before Manual Close" } ] } [/block] Click the Close Batch button. You will now see the Confirm Batch Close dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/AwR4wbDQi0RPrqMczJWQ_Batch%20-%20Current%20Batch%20-%202%20Confirm%20close.png", "Batch - Current Batch - 2 Confirm close.png", "868", "338", "#64a3a3", "" ], "caption": "Confirm Batch Close Dialog" } ] } [/block] Click the OK button to confirm that you want to Manually close the Batch. [block:image] { "images": [ { "image": [ "https://files.readme.io/my4iWKeQQJa0jM9uPs8B_Batch%20-%20Current%20Batch%20-%203%20After%20close.png", "Batch - Current Batch - 3 After close.png", "2880", "950", "#63a3a4", "" ], "caption": "Batches - Current Batch after Manual Close" } ] } [/block] The Batch will be closed, and a confirmation alert will appear near the top of the Batches View. You have now Manually closed the selected Batch.