Time set for funding to batchout at end of day how to

Modified on Thu, 17 Apr at 12:03 PM

Setting Batch Out Times in CardPoint Portal


Step 1: Access the CardPoint Portal

  • Log in to your CardPoint portal.

  • Navigate to the Administration section.


Step 2: Locate Batching Settings


  • In the Administration section, find and click on Batching.


Step 3: Adjust the Batch Time

  • You will see a slide bar for setting the batch time.

  • Slide the bar to select your desired batch out time.


Step 4: Recommended Batch Times

  • If your business operates 24 hours, set the batch time to 11:55 PM.

  • If your business closes at 5 PM, consider setting the batch time to 5:30 PM or 5:45 PM.


Step 5: Confirm Last Funding


  • Ensure that the last funding for the day has been processed before finalizing the batch time.

Cautionary Notes

  • Always double-check the batch time to avoid delays in fund processing.

  • Make sure to adjust the batch time according to your business hours to prevent any discrepancies.

Tips for Efficiency

  • Regularly review and adjust batch times based on changes in business hours or transaction volume.

  • Keep a record of any changes made to batch times for future reference.

Link to Video

https://www.loom.com/share/eb42893c57ef4ff7a3a9a681326bb6c3

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