A batch is a group of transactions that you have taken from your customers, each transaction is linked to a batch of transactions. You are required to close a batch so the group of transactions can be settled into your designated business current account.
Closing a batch will close the existing batch, and open a new one, any further transactions will be added to the new open batch.
We will settle your transactions automatically after some time has passed, however if you do not close a batch then you can expect a delay in settlement.
To close a batch, please complete these steps.
Navigate to batches, by selecting the ‘Batches’ tab at the top of the screen.
The open batch will appear at the top of the screen, select the ‘Close batch’ button.
A warning will appear, select ‘Ok’ if you want to close the batch.
The close batch request will be processed, the newly closed batch will now appear in the list of closed batches, and a new open batch will be created.
To view the list of transactions tap on the batch you wish to view (this can be an open or closed batch), a transaction summary will be displayed as well as a list of the individual transactions that are included in the batch.
