To batch out your credit cards, navigate to Manager Home > Cash > Credit Cards.
By default the screen will only show open, unsettled batches.
You can change the view by selecting Settled, or All.
You can add a credit transaction to the system by clicking on the "Credit Transaction" button.
Note: If you do not see this button, it has not been enabled in Configuration / Tax Tender Cash / Credit. This also requires proper security to use. Using this button will not add to your total sales and will cause your actual batch to be higher than expected deposit on your store summary report, as the credit card transaction is not associated with any sale.+
To learn more about adding a credit card transaction click here.
To view and settle your credit card batch, click on the "Unsettled" link.
At the top of the page there will be a summary of the expected total of credit.
Review your orders to ensure that all tips have been entered. You can not add tips to transactions after you complete your Daily Close. To enter tips, navigate to the Orders Screen, select the ticket, and select "Adjust Tips".
If you have any credit cards that are marked as "Not Authorized" you can click the "Authorize Charges" button to authorize them. Cards may have been "Not Authorized" if you lost internet connectivity during the day.
Tip: Click on the header to sort the table by any field.
The "Daily Close" button will become available once they have been authorized.
If there are unclosed tickets with pending credit card approvals a window will popup with a report on which orders are pending. This can occur for deliveries where the driver has not yet closed shift, or for online pick up orders which have not been recalled and closed. Be sure to complete your driver close before processing the batch.
You can choose to "Cancel" the batch and go to the open tickets and settle them. Or you can select "Hold" and the batch will proceed and place these open tickets in the next credit card batch.
If you select "Hold" the system will ask you if you are ready to send the batch. Click "OK"
You have now completed your credit card batch.
The credit card screen will show your Batch # and status, and will place the credit cards that were put on "Hold" in a new unsettled batch.
Now that you have finished your credit card batch, you can move on to your deposit.