How do I Settle a Credit Card Batch?

 The daily credit card batch is done in the backend of POSLavu, under the reports section.   
***This is for Cloud accounts. POSLavu clients using the Lavu Local Server should call support for appropriate batching guidelines***
 
1. Login to the back end of Lavu at admin.poslavu.com.
 
FIGURE 1
2. Click Reports.  
 FIGURE 2
3. Click End Of Day(Batching Version1)
eodv1.png
 
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 4. Scroll down to the bottom of the page. From the drop-down menu, click "All Users." 
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5. Enter all tip amounts, then click "Submit Tip Changes/Capture Authorizations." 
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6. Navigate back to the End Of Day Report. Click "Settle Credit Card Batch
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* This button should only be hit once a day. Multiple batch submissions will disrupt batching.
 
IMPORTANT NOTE FOR ALL GATEWAYS

Credit card batches run from Batch Settlement to Batch Settlement and do not necessarily line up with the date or the day start/end time. A merchant set up for manual batch settlement may keep a batch open for several days, though it is recommended that the batch be settled at least once a day. In case a merchant does keep a batch open for more than one day and wants to be able to submit tips, all tips for all days must be submitted before the batch is settled in order for the tips to be processed.

For instance, if a batch is left open from August 12th to August 15th, pressing the "Settle Credit Card Batch" while on the End of Day screen for the 12th after submitting the tips for the 12th will settle all the transactions that occurred from the 12th to the 15th, not just the transactions from the 12th. All the transactions from the 12th to the 15th belong to the same batch. The tip adjustments must first be submitted for the 12th, 13th, 14th, and 15th before settling the batch in order for the tips to be processed.

Any clients using Auth as the default transaction type must be sure to submit captures for all their transactions each day prior to submitting the batch for settlement. Failure to do so will result in transactions being left off of the batch, and the funds will not be transferred. To ensure that all transactions are submitted for capture each day, the owner or a store manager should go to the All Users detailed End of Day report and click the "Submit Tip Changes / Capture Authorizations" button at the bottom of the page. This action should be included in the daily or nightly routine prior to the daily or nightly batch settlement.

NOTE: Auth.net no longer supports tip adjustments. Any clients using auth.net as their gateway will not be able to submit any tips. 

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