Overview
The Batches tab allows you to view the current batch as well as earlier batches for credit cards, checks, and terminals. From here, you can manually close a batch, export batch reports, and view queued (authorized) transactions. It is also where the Batch Upload feature is located.
Batch Closure & Settlement Time
Batch close time can be set by navigating to Control Panel → Batch Settings and utilizing the “Close Batches Every:” dropdown to make a selection: You can have up to three automatic batch closures daily by selecting specific times and clicking Add.
Manually Closing a Batch
Open batches can also be manually closed at any time by clicking the Close Batch button in the bottom right corner of the Batches screen.
Queued Transactions
To view queued transactions, navigate to the Batches tab on the left panel and click on the Queued tab at the top of the Batches screen.
- You can void, recharge, or capture a transaction by clicking the appropriate actions icon on the right-hand side of each transaction.
- Capturing a transaction will include it in the current batch, and it will settle when the batch closes.
- Hover over the icons to view associated action.
Batch Uploads
While the Tricera Secure provides the ability to upload a list of card values to charge, this feature is not recommended for use unless your network environment and file storage systems meet very stringent requirements. For this reason, this guide will only cover using the batch upload feature for ACH transactions
- Choose Batches from the left menu and click the Checks tab.
- Select Batch Upload ACH
- Follow the instructions and if desired download the formatting template.
- The required headers for a check upload are: Amount, Account Number, Account Type, Routing Number, SEC Code, and Name.