Swipesimple: Close/Settle Batch
SwipeSimple: Settlement
Last Updated:What's in this article?
- Generic Settlement
- Manually Batch on a PAX A80/A920
- MerchantE Manually Batch on a PAX A80/A920
- Adjust Auto Settle Time
SwipeSimple Closes its Batches and settles Automatically
You will not need to settle
The only devices that can manually settle are the PAX A80/A920. SwipeSimple will only auto settle on all other devices. All SwipeSimple deployments on an A80/A920 have to have a BroadPOS app. You can go in and manually settle via the BroadPOS app OR let the A80/A920 auto settle.
- Tap on the circle button at the bottom of the screen to go to the device’s home screen
- Tap on the BroadPOS app (processor dependent)
- Tap on FUNC
- Tap on Batch
- Tap on Batch Close
- If prompted with “Close w/ Untipped” tap Yes
- Wait for the batch to fully close and settle
- Once a receipt is printed and/or you get a “Batch close success” message, the batch has successfully closed
- Tap on the circle button at the bottom of the screen to go to the device’s home screen
- Tap on SwipeSimple
Click here for video on running a manual batch on a PAX A920.
- Log into the SwipeSimple reseller portal
- From the Left-hand navigation Pane select Accounts
- Select the account for which you are adjusting the Auto settle time
- Select Merchant Accounts
- Select the Merchant account name from the list
- In the General information you will see the Time zone and the Daily Batch time. Please update the Batch time here.