How do I manually batch my credit card transactions to speed up deposit time?

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SUMMARY

How to send transaction to the processor before your MINDBODY software does it early next business day.


OBJECTIVE

  • Some MINDBODY users prefer to manually settle their transactions to speed up funding.


ANSWER

To manually batch transactions:

  1. Go to Reports > Payment Processing >Approved Transactions
  2. In the Quick Reference section, you should see your Unsettled transactions (keyed and swiped).
  3. Click on the hyperlinks listed under each credit card group to expand the list of transactions.
  4. Click the “Check All” link on the right, or place a check mark next each transaction you would like to batch.
  5. Click "Batch & Settle Selected Transactions" at the bottom of the page.
  6. Repeat this process for each location. You will not be able to batch “All Locations." instead, select different locations from the location menu in the "Quick Guide" bar at the top of the screen.

 For more detailed instructions and information, click here.

 










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