How to manually batch

Manual Batching in SwipeSimple

From the Current Batch screen in the SwipeSimple application, you have the option to manually close your batch by tapping on Close Batch on the bottom of the screen.

If your account is enabled for Manual Batching:

Tapping the Close Batch button is the only way that you can close your batch in SwipeSimple. To manually close your batch:

1. Open the SwipeSimple App

2. Navigate to the Current Batch screen from the side menu

3. Click on Close Batch at the bottom of the screen

If your account is enabled for Automatic Batching:

You can choose to close your batch before your scheduled batch time by tapping Close Batch at the bottom of the Current Batch screen.

If you close your batch early, SwipeSimple will attempt to close your batch again at your scheduled batch time. If you have taken additional transactions since manually closing the batch, those will settle at the set automatic batch time. 

To set up Batch Receipt printing in SwipeSimple, check out the article on Batch Receipts.

Manual Batching in BroadPOS

These are the steps you can take to manually close your batch through the BroadPOS application: 

1. Tap on the circle button at the bottom of the screen to go to the device’s home screen
2. Tap on the BroadPOS app (processor dependent) 
3. Tap on FUNC 
4. Tap on Batch
5. Tap on Batch Close 
6. If prompted with “Close w/ Untipped” tap Yes
7. Wait for the batch to fully close and settle
8. Once a receipt is printed and/or you get a “Batch close success” message, the batch has successfully closed
9. Tap on the circle button at the bottom of the screen to go to the device’s home screen
10. Tap on SwipeSimple

Have questions about how your account batches? Contact your Merchant Service Provider. Don’t know who that is? Email SwipeSimple Support by clicking the orange ❓Help.