Viewing Your Credit Card Batches
  • 27 Sep 2022
  • 1 Minute to read

Viewing Your Credit Card Batches


Viewing Credit Card Batches

To view your credit card batches, click on Payments, then select Credit Card Batches from the menu.credit card batchesThis will open an overview page with a summary of your Credit Card Batches. If you have multiple terminals associated with your account, you will see blue buttons at the top of the page that you can use to select which terminal you want to view.credit card batchesClicking on a batch will open up additional details for the batch or review the specific transactions that were included in the batch. You can click on the Actions button in the top right-hand corner of your screen to Print, Create PDF, Send Email Copy or Settle the batch.batch information

Viewing Transaction Details

If you would like to view the transaction details for a specific batch, click on Transactions in the Batch menu.transactionsYou can now view an overview of the different transactions that were included in this batch.transactions overviewTo review the details for the different card brands in the batch, click on the Totals tab at the top of the page to change the screen.credit card totals

Viewing Invoice Details

If you would like to view additional details about the Invoices included in the batch, click on Invoice Matrix Report from the Batch menu.invoice matrix reportYou can now view an overview of the invoice items that were included in this batch.invoicesClicking on the tabs at the top will let you switch between viewing the invoices included in the batch and their associated products.item totals



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