TABLE OF CONTENTS

What is a Batch?

In Merchant Dashboard, a batch refers to a grouping of financial transactions processed together as a single unit. This consolidation helps streamline the management of transactions, ensuring accuracy and efficiency in record-keeping.


How Batches work

When transactions occur through a merchant POS system, they are typically recorded individually. However, instead of processing each transaction separately, the system aggregates multiple transactions into batches. These batches are then processed as a unit, simplifying the reconciliation process and reducing the likelihood of errors.


Using Batches in Merchant POS

In a typical merchant POS system, batches play a crucial role in transaction management. Here's a breakdown of how to navigate and utilize batches effectively:

  1. Accessing the Merchant Dashboard: Users can access the merchant dashboard, where they can view various aspects of their transactions, including batches.

  2. Viewing Batch Information: Within the dashboard, users can view details of batches, including batch numbers, transaction dates, and total amounts processed.

  3. Drilling into Batch Details: Users can drill down into specific batches to access more detailed information about individual transactions within the batch. This includes transaction dates, amounts, and card information.

  4. Exporting Batch Data: The system typically allows users to export batch data for further analysis or reporting purposes. This feature enables users to generate reports or analyze transaction data in external tools.

  5. Understanding Batch Funding: Batches represent the funds that are processed and deposited into the user's bank account. Users can track batch funding to reconcile their financial records and monitor their cash flow.


Common questions and issues

Users often have questions or encounter common issues when dealing with batches in merchant POS systems. Some of these include:

Accessing batches


To access the Batches section in the Merchant Dashboard:


  1. Log on to Merchant Dashboard.
  2. On the left of your screen, select Activity.
  3. Select Batches.


The Batches section opens, displaying information for the following by default:

  • Date
  • Terminal ID
  • Batch Number
  • Merchant ID (MID)
  • Batch Net
  • # of Sales
  • Sales Amount
  • # of Returns
  • Returns Amount
  • Debit Amount
  • AMEX Count
  • AMEX Amount
  • Other Count
  • Other Card Account


Modifying batch columns

You can modify these columns by selecting the Columns dropdown at the top right of the page.


  1. With the Batches section open, select Columns.

  2. Using the checkboxes select or unselect column headers.
  3. As you select or deselect checkboxes, the Batches data refreshes in the background.


Modify the number of rows on the page

  1. To modify the number of rows that display on the page:
  2. Select the Columns header at the upper right. A dropdown appears containing your column headers. 
  3. Scroll down to the bottom of the column header options. until you see the Rows Per Page option at the bottom of the column headers dropdown box.
  4. Select 15 (default), 25, 50, or 100 rows to appear on your page. The data updates automatically in the background.
  5. To close the Columns dropdown, click anywhere away from the dropdown box.


Where to next?