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Essentials Suite App Manual Batch Close

May 8, 2026

Description

How to manually close the batch at the end of the day to clear the terminal memory

What's in this article?

Solution: Essentials Light | Essentials | Retail

 

Use the following process to manually close a batch on a terminal. Closing the batch clears the terminal's memory. If your business is set up for manual batch closure, you should close the batch at the end of your business day after any tip adjustments. 

Once a batch is closed, access payment batch detail information through Business Advantage 360 and access Shift reports through Back Office. For more information on reports, see Merchant Services Account Reports. 

For more information on the settlement process for your merchant account, including funding timing, transaction sweep, and terminal batch out, see Settlement Process. 

Manually close a batch

Using the end of day/shift change options in Back Office will not clear the transactions from the terminal memory, but do provide the end of day reconciliation reporting.

IMPORTANT! 
Terminal batches should be closed regularly. Failure to do so may lead to an error message: Exceeds Maximum Transaction Limit, which is 1,500 transactions. Closing the batch will resolve this issue.
If you receive an Invalid Request, Invalid Data, or Settle batch error message, these errors are generally caused by a stuck or reversed transaction/authorization or untipped transaction that was entered prior to settlement. Contact us for assistance.

To manually close the batch in the app

  1. At the end of the business day, log in to the app.
  2. From the slide-out menu ☰,  tap Settle Batch.
  3. Enter your employee PIN.

    NOTE: You may receive the pop-up error "You don't have permission for this. Please have someone who does enter their PIN." If you receive this error, process the steps for a full-data sync, close the app completely, log back into the app and process the batch close steps again. 

  4. Tap Yes to confirm.

Alternative batch closure methods on the terminal

If the manual batch closure fails using the application, there are two alternative methods to close the batch on the device. Manager credentials are needed.

To manually close the batch in the POSLink app
  1. On the terminal home screen, tap the Applications icon. Available apps will display.

    Applications Icon (White circle with 6 dots)
  2. Tap POSLink Demo. The POSLink app will open.

    POSLink Demo icon
  3. Tap the Batch tab in the top menu.

  4. Tap Start to Process button to initiate the batch close command.



    The batch is closed when the Result Txt field displays OK.

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