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    How to manually settle a batch in Paya Exchange

    Products


    Paya Exchange Management System

    Paya Exchange


    Description


    Paya Exchange Management System: How do I manually settle my batch?


    Resolution

     

    1. From the left sidebar of Paya Exchange, click Batch Management under the Quicklinks (mini-app) as depicted in the image below

     

    1. From the Batch Management pop up window, select your desired account by clicking on the Launch button besides it.

     

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

     

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


     

    1. From the batch close window that appears, click on the button labelled “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 similar to what you see below:

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