---
title: "Manually settle a batch in the Helcim account | Helcim Learn"
slug: "manually-settle-a-batch"
description: "Learn how to manually settle your credit card and ACH batches in your Helcim account and the Helcim POS app."
updated: 2026-07-23T16:04:18Z
published: 2026-07-23T16:04:18Z
canonical: "learn.helcim.com/manually-settle-a-batch"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manually settle (or close) a batch

While Helcim offers the convenience of automatic batch settlement, there are times when you might need or want to close or settle a batch manually. This article will guide you through the process of manually settling batches in both your Helcim account and the Helcim POS app.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/settings.png) | Your first batch is automatically settled by Helcim and cannot be manually settled. Manual settlement is available for subsequent batches. |
| --- | --- |

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## Manually settling a batch in your Helcim dashboard

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To manually settle a batch in your Helcim account:

1. Log in to your Helcim account.
2. Select **All Tools**, and then **Payments**.
3. Select **Batches** tab.
4. Click the three-dots button in the top right-hand corner.
5. Select **Settle batch** from the menu.
6. Confirm that you want to settle the batch by clicking **Yes**.

A confirmation message will appear to indicate that the batch has been successfully settled.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/image-3YTNBPWM.png)

**Or**, if you have already selected an individual batch and are looking at the specific batch panel, you can select the **Settle** button.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/image-795L8MI4.png)

---

## Manually settling a batch in the Helcim POS app

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You can also manually settle batches using the Helcim POS app.

**Desktop app**

To manually settle a batch in the Helcim POS app (desktop):

1. Open the Helcim POS app and log in.
2. Click on **Transactions** in the menu at the bottom of the screen.
3. Click on **Credit Card Batches** on the left-hand side.
4. Select the batch you want to settle.
5. Click the three dots to the right of the batch to open the **Actions** menu.
6. Select **Settle**.
7. Confirm that you want to settle the batch.

A confirmation message will appear to confirm that the batch has been settled.

---

**Mobile app**

To manually settle a batch in the Helcim POS app (mobile):

1. Open the Helcim POS app and log in.
2. Tap the **More** icon from the bottom menu.
3. Select **Payments** and then **Credit Card Batches**.
4. Select the batch you want to settle.
5. Tap on the batch to open the details and select the three dots in the top right.
6. Select **Settle**.
7. Confirm that you want to settle the batch.

A confirmation message will appear to confirm that the batch has been settled.

![Screenflow: manually settling a batch in the Helcim POS app.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/manually-settle-batch-mobile.png)

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## Next steps

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Now that you’ve learned how to manually settle a batch, here are a few articles you might find useful to keep your settlements and deposits running smoothly:

- [**Understand auto-settlement**](https://learn.helcim.com/docs/adjust-your-auto-settlement-settings)**:** If you're not already using it, learn how auto-settlement can streamline your end-of-day processes.
- [**Monitor your deposits**](https://learn.helcim.com/docs/monitor-bank-deposits)**:** Keep an eye on your bank account to ensure that your settled funds are deposited correctly.

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### FAQ

**Why might I manually settle a batch?**

Merchants might choose to manually settle a batch for several reasons:

- **Flexibility for Adjustments:** Manual settlement allows for adjustments to transactions before they are finalized, such as adding tips or modifying orders.
- **Control and Oversight:** It provides greater control over individual transactions and allows for verification of details before submission.
- **Error Prevention:** Manual processing enables a final check to ensure accuracy and prevent issues during automated processing.
- **Industry-Specific Needs:** Some industries require manual batching to adjust final transaction amounts based on services rendered or goods sold.

However, it's important to settle batches regularly to avoid delays in receiving funds.

**Can I manually settle both credit card and ACH batches?**

Yes, you can manually settle both types of batches in your Helcim account and the Helcim POS app.

**What happens after I manually settle a batch?**

The settled transactions will be processed, and the funds will be deposited into your bank account according to [Helcim's deposit timelines](https://learn.helcim.com/docs/monitor-bank-deposits).

Typical timelines are:

- 1-2 business days for credit cards
- 4-5 business days for ACH payments

**Note:** factors like first batch reviews or the payment networks your bank uses may slow down or speed up your deposits. Read the linked article above to learn more.

**How can I tell if a batch has been settled?**

In the Helcim account and the Helcim POS app, settled batches will have a date listed in the "Date Closed" or similar column.