Closing a batch (settling credit card transactions) that includes offline transactions is an important part of keeping your cash flow moving. We’ve offer expanded batch settlement options, including an offline transactions alert, and an Offline Sales Report.
- Note: The Complete Offline button has been removed from the Register submenu. Completing offline transactions is now part of closing a batch after Exatouch has reconnected to the internet.
A red banner and exclamation icon indicate Exatouch is offline. If you have enabled Offline Processing, you can continue to accept card payments that meet your Offline Processing settings for transaction amounts and required information.
The red offline banner message changes when Exatouch reconnects to the internet.
- If there are no offline transactions in the open batch, all red offline indicators disappear.
- If there are offline transactions in the open batch, a yellow banner and exclamation icon indicate you have an open batch that includes offline transactions.
- If there are offline transactions in the open batch and the batch remains open more than 24 hours, the yellow messaging changes to red, indicating offline transactions are in an batch open more than 24 hours.
These messages help you remember to take the important step of settling offline transactions and closing the batch when Exatouch reconnects to the internet.
- After you have settled the batch for all outstanding offline transactions, the offline transaction warning message disappears until the next time the batch includes offline transactions.
- After you have settled the batch for all outstanding transactions, the open batch warning message disappears until the next time the batch remains open for more than 24 hours.
The Offline Sales Report is included in Sales Report work area.
- Tap the exclamation icon to view a summary report of the offline transactions in the open batch.
- After reviewing, tap Close to close the report, or Print to print the report to the receipt printer.
- Complete offline transactions individually from the Register app submenu. Depending on your settings, you may be prompted to add or confirm tip amounts.
- Warning: Viewing the Offline Transaction report does not complete the transactions. You must complete transactions individually before closing out the batch for the day.
Tap to select Complete Auth in the Register app (Restaurants, Salons) or Close Batch (Retail) in the Register app submenu. A transactions work area opens, listing all offline transactions.
- Close: Tap Close to close the work area without making any changes.
- Search: Enter order numbers, times, cardholder names, or other info to Search for specific transactions.
- Online Transactions: Enable to list transactions authorized while Exatouch was online. Disable to hide.
- Offline Transactions: Enable to list transactions authorized while Exatouch was offline. Disable to hide.
- Void Auth: Tap to select an order, then tap Void Auth to void the authorization for this order.
- Review: Tap to open a Review work area. You can readjust tips if applicable, void the authorization for an order, and close the batch.
- Complete: Tap to select an order, then tap Complete to complete the order. If applicable, apply a tip (or leave at $0.00) and tap Complete again to complete this transaction.
- Note: Some environments may not require tip adjustments or manual order completion.
Tap to select Complete Auth in the Register app (Restaurants, Salons) or Close Batch (Retail) in the Register app submenu, then Review. The Review work area opens.
- Close: Tap Close to close the work area without making any changes.
- Search: Enter order numbers, times, cardholder names, or other info to Search for specific transactions.
- Adjust: Tap to select an order, then tap Adjust to adjust or readjust a tip, if applicable.
- Void Auth: Tap to select an order, then tap Void Auth to void the authorization for this order.
- Close Batch: Tap to begin the batch settlement process.
- Tap to select Complete Auth in the Register app (Restaurants, Salons) or Close Batch (Retail) in the Register app submenu. The Review work area opens: tap Close Batch.
- Each transaction in the batch is processed.
- Successful offline transactions are assigned newly generated Auth Code.
- Note: Offline transactions are given Auth Codes that have the letter O in the number. After you process a transaction successfully, Exatouch attaches a new authorization code to the transaction.
- Declined transactions move to the Open Orders work area. Use Get Order in the Register app to access each order and process a different payment method. A declined transaction status may be due to insufficient funds, or card information mismatch.
- Failed transactions indicate another error, such as a communication error. These transactions remain in the offline batch.
- Successful offline transactions are assigned newly generated Auth Code.
- Tip! Contact Support if you need assistance settling the batch.
How can we improve this information for you?
Registered internal users can comment. Merchants, have a suggestion? Tell us more.