How do I Manually Close a Batch?
CardPointe automatically closes and settles batches at the end of the processing day based on your account settings. However, you can manually close a batch at any time if needed.
To manually close a batch:
- Navigate to the Batch Details page in CardPointe.
- Locate the Close Batch button at the top of the page.
- Click Close Batch to immediately close and settle the current batch.
Once the batch is closed, the transactions included in that batch are submitted for processing and settlement.