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    How to manually settle a batch in Paya Exchange


    Paya Exchange Management System

    Paya Exchange



    How do I manually settle my batch?



    1.  From the left sidebar of Paya Exchange, click on ‘Batch Management under the Quick Links (mini-app):


    1. From the ‘Batch Management’ pop-up window, select your desired account by clicking on the ‘Launch’ button:


    1. Click the type of batch you would like to settle, choosing either ‘Virtual Check or ‘Credit Card from the upper right-hand side of your window:


    1. Select the transactions you would like to settle and click on ‘Settle to close the batch:



    1. From the batch close window that appears, click on the button labeled 'Review complete, close the batch detail listed above' to complete the settlement:


    On the next pop-up window, you should see the batch close results:

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