Handling manual settlement

Batch     Settlement    

1. Are you ready?
   
   In this tutorial we are going to learn how to manage manual batch settlement. To learn more about manual settlement, review this guide.
   We will use the following parameters:
   

   Settlement
   Type: Manual
   
   Batch
   Type: Realtime
   Status: Queued
   
2. Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
3. Select appropriate Merchant Account in the top left section of the screen.
   Note: Settlement can be configured only at merchant account level.
4. Click   Detailsbutton in the top left section of the screen.
5. Locate     Processing  menu itemand choose Settings menu item from the list.
6. Locate   Settlement  groupbox
7. Select manual in Typedropdown to allow manual settlement.
8. Click   Savebutton

   screenshot
9. Now, let's learn how to initiate settlement for real-time batches that are set for manual statement.
10. Click   Submissionsbutton in the top section of the screen.
11. Choose   Batches  menu item  from the list.
12. Locate   Batch Search  groupbox
13. Select Realtime in Typedropdown
14. Select Queued in Batch Statusdropdown
15. Click   Findbutton
16. Locate   Batch List  groupbox
17. Click   Actionsbutton next to the batch you want to settle.

    screenshot
18. Choose   Close Batch and Settle  menu item  from the list. Batch is closed now and settlement process has been started.
19. Congratulations, you are done!
    
    You have learned how to handle manual batch settlement. Now you can do this by yourself.

Merchant perspective   Batch