Unsettled batches email alert
I received an email that says "Your credit card batch has (x) unsettled batches" What do I need to do?
NOTE: This article refers to an email notification with the subject "Paya Credit Card Processing Batch Alert!".
There are a few reasons why you may be receiving this notification:
- Your account is not set up for automatic settlement, and you have transactions in your open batch. You can log in to your Virtual Terminal and settle your batch manually from the Batch Management section.
- Your account is set up for automatic settlement, but you have Auth Only transactions ("pre-auths") in your open batch. Automatic settlement only settles Sale, Credit and Prior Auth transactions. You will need to convert ("capture") your Auth Only transactions, making them Prior Auths. If you process cards via an integrated software, we strongly suggest you do this from within that program.
- Your account is set up for automatic settlement, but a transaction was processed late at night. The system checks for unsettled transactions and sends these emails at around 3am EST. If a transaction is processed after settlement, but before the check, you'll receive a notification. For example, let's say your terminal is configured to automatically settle at 10pm. You also have a website where people can buy your products online. Your day's batch settles at 10pm, but a customer buys something from your website at midnight. The system checks for unsettled transactions at 3am, sees the online purchase, and sends you the email notification. In this case, you may disregard the email; the transaction will settle in the next night's batch.
Please note that unsettled transactions expire after seven calendar days.
If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly.