Batch settlement transfers the day's authorized transactions from pending status to your bank account. Clover can settle automatically at a scheduled time, or you can close the batch manually. Understanding this process protects your cash flow.
Step-by-Step Instructions
- Automatic Settlement (recommended): By default, Clover auto-closes the batch at a time set by your processor. Ensure the device stays powered on and connected overnight.
- To verify your auto-settle time: Log into dashboard.clover.com. Navigate to Setup > Payments > Settlement Time.
- Manual Batch Close: Open the Transactions app. Tap the three-dot menu (⋮) in the top-right corner. Select 'Close Batch.'
- Review the transaction summary showing total sales, refunds, and net amount. Confirm to close.
- Funding typically appears in your bank account 1–2 business days after settlement.
- If a batch appears stuck or has not settled automatically, attempt a manual close. If it still will not close, contact your merchant processor immediately.
📌 Important Note: Do not manually close the batch multiple times in a single day. Each close initiates a separate settlement, which can complicate reconciliation and create duplicate funding issues.
Frequently Asked Questions
Authorized transactions held in an open batch too long (typically more than 7 days) may expire and decline when settlement is attempted, resulting in lost revenue.
A $0 batch typically means no transactions were processed in that period, or the batch already settled. Check your reporting dashboard for the prior batch.
No. Once a batch is closed and submitted to the processor, it cannot be modified. If you discover an error, process a refund or adjustment on the next business day.
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