Home > Manuals > Tutorials > > Quick Guides



How to cancel a batch/sub-batch

Version: V5.1.0
Added on: 02/18/16
Difficulty:
Time: 15 min
Category: Quick Guides

Useful Terms

Batch     Sub-batch    

How to cancel a batch/sub-batch

  1. Are you ready?

    In this tutorial we are going to learn how to cancel a batch or sub-batch with response and without response being generated. If Cancel option is selected, then response file will be received by a merchant as expected. If Cancel without response option is selected, then a merchant won't be notified about a batch submission.

    We will use the following parameters:
    Create Date: 12/16/2018
    Batch status: Pending

  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. You can cancel the entire batch or separate sub-batches included in it. For example, you can cancel processing only of card or direct debit transactions.

    To cancel a batch you can use the Batch form, which is available at the following places:

    • Perspective => Console => Submissions => Batches
    • Perspective => Management => Merchant Perspective => Submissions => Batches

    To cancel a sub-batch you can use the Sub-Batch form, which is available at the following places:

    • Perspective => Console => Submissions => Batches => Batch List => View Batch
    • Perspective => Management => Merchant perspective => Submissions => Batches => Batch List => View Batch
    • Perspective => Administration => Monitoring perspective => Sub Batch

    You can choose any place you like.
  4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  5. Click   Submissionsbutton in the top section of the screen.
  6. Choose   Batches  menu item  from the list.
  7. Locate   Batch Search  groupbox
  8. Enter 12/16/2018 into the Create Datedatebox
  9. Select Pending in Batch Statusdropdown
  10. Click   Findbutton
  11. Locate   Batch List  groupbox
  12. Click
  13. Choose   Cancel  menu item  from the list to cancel the selected batch.
  14. Choose   Cancel without response  menu item  from the list to cancel the selected batch without response file to be generated.
  15. If you want to cancel a sub-batch, use Sub-batch List form and follow the same steps as for batch cancelling.
  16. Congratulations, you are done!

    You have learned how to cancel a batch or sub-batch. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
Reviewing suspected duplicate batches 09/01/14 15 mins This tutorial will teach you how to locate and approve duplicate batches/sub-batches.
How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
How to review batch totals 04/08/15 15 mins This tutorial will teach you how to review merchant's totals.
How to locate a sub-batch for review 11/25/15 30 mins In this tutorial you will learn how to locate a sub-batch for review and further approval.

Tags