Batch Functions (Credit Card Module)

Users can batch credit cards using the Credit Card Module. Users can also configure auto batching to allow the Credit Card Module to batch automatically. Batch functions available are determined by the processor selected when configuring Credit Cards in the Back Office. Please see the individual processor fact sheets for information about processor supported functions.

ClosedHow to Settle a Credit Card Batch
  1. Open the Credit Card Module option from the system tray.
  2. Click the Batch Functions tab.
  3. Click the Settle Batch button.

    4. For some processors, if there are uncaptured sales in the batch, the uncaptured sales dialog will be displayed. Users must capture the sales via the Front End or the Credit Card Module, or they will not be included in the batch and payment will not be received. Once all sales have been captured, users can settle the batch. Click the No button to capture sales prior to closing the batch.

  4. When the batch has been successfully sent to the processor, the Batch Settled dialog will appear. Click the OK button.
ClosedHow to Release a Batch Lock

Occasionally a batch lock will occur when attempting to settle a batch. The Release Batch Lock option allows the user to release the batch lock and finish the settlement process.

  1. Open the Credit Card Module option from the system tray.
  2. Click the File menu > Release Batch Lock.
  3. The confirmation dialog will be displayed when the batch lock has been released. Click the OK button to dismiss the dialog.
ClosedHow to View the Batch Summary
  1. Open the Credit Card Authorization Module option from the system tray.
  2. Click the Batch Functions tab.
  3. Click the Batch Summary button.
  4. Click the OK button to close the Batch Summary window.
ClosedHow to Clear a Batch

Future POS, Inc. recommends backing up your database before using the Clear Batch function.

  1. Open the Credit Card Authorization Module option from the system tray.
  2. Click the Batch Functions tab.
  3. Click the Clear Batch button.
  4. When the Back Office Sign On window appears, enter your Employee ID and Password, then click the OK button.
  5. When the Warning dialog appears, click Yes to confirm batch clearing. The Batch Cleared cleared dialog will be displayed.

  6. Click the OK button to return to the Credit Card Module window.
ClosedHow to Print a Batch Report
  1. Open the Credit Card Authorization Module option from the system tray.
  2. Click the Batch Functions tab.  
  3. Click the Batch Report button.
  4. When the Back Office Sign On window appears, enter your Employee ID and Password, then click the OK button.
  5. When the Sort Report By window appears, select a sort method, then click OK. Users can print the report by selecting File > Print in the report preview window.
    Batch Report Configurations
ClosedHow to View a Batch from the Batch Archive
  1. Open the Credit Card Authorization Module option from the system tray.
  2. Click the Batch Functions tab.  
  3. Click the Batch Archive button.
  4. When the Back Office Sign On window appears, enter your Employee ID and Password, then click the OK button.
  5. Double-click a batch to view from the Archived Batches list. The Batch Report will be displayed.
  6. Click the Done button to close the View Archived Batches window.

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