Description

I received an email that says "Your credit card batch has (x) unsettled batches" What do I need to do?

Resolution

NOTE: This article refers to email notifications with the subject "Paya Credit Card Processing Batch Alert!".

There are a few reasons why you may receive 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. The 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 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 3 AM 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 10 PM. You also have a website where people can buy your products online. Your day's batch settles at 10 PM, but a customer buys something from your website at midnight. The system checks for unsettled transactions at 3 AM, see 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.