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How do I use Batches?

The Batches feature helps you track and reconcile your transactions in grouped summaries.

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Written by Francis Li
Updated over 3 weeks ago

📖 Accessing and reviewing a batch

1️⃣ Go to Batches via the ☰ menu

2️⃣ View all open and closed batches

3️⃣ Select a batch to view individual transactions

4️⃣ Tap on a specific payment to see full payment details — including time, card info, and sale amount

✏️ Adjust a payment (add a tip)

1️⃣ Select a payment from an open batch

2️⃣ Tap the Adjust tip amount button

3️⃣ Enter the new tip value, then press Save

4️⃣ The tip will be added to the total sale amount and recorded in the batch

❌ Void a payment

1️⃣ Select a payment from an open batch

2️⃣ Tap the ︙ menu, then choose Void (may require PIN)

3️⃣ The payment status will update to Cancelled

✅ Close a batch

1️⃣ Go to Batches from the ☰ menu

2️⃣ Select an open batch

3️⃣ Tap Close batch

4️⃣ The batch status will update to Closed and all payments will be submitted

🖨️ Print a batch report

1️⃣ Navigate to Batches

2️⃣ Select the desired batch

3️⃣ Tap Print batch to print the batch summary

4️⃣ For full transaction-level detail, press and select Print details report

🧾 What’s included in a batch?

Each batch summary includes:

  • Batch status (open/closed)

  • Sales total

  • Voided amount

  • Tip total

  • Date and time of batch start

  • List of all transactions

  • Option to print batch report

🛠 When to use this feature

  • To review and finalise end-of-day transactions

  • To edit a tip post-payment (before batch is closed)

  • To void an error transaction

  • To support accounting or audit reconciliation

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