How to settle a batch manually in Converge

To settle a batch manually in Converge before your automatic settlement time, select Payments, click Settle All (or select the transactions you want to settle) and confirm. Otherwise, Converge settles automatically at the end of every day.

  • Applies to: Converge (not accounts set up for Multi-Currency Conversion)
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How do I settle a batch manually?

  1. Select Payments in the Converge left menu bar.
    Converge left menu with a red arrow pointing to Payments
  2. Click Settle All. Or select the specific transactions you want to settle
    Converge Payments screen with one approved $1.00 sale and a red arrow pointing to the SETTLE ALL button
  3. Select Cancel or Confirm when prompted.
    Settle Transactions prompt asking Are you sure you want to settle all transactions?, with arrows to CANCEL and CONFIRM

A message confirms that the transactions were settled.

Converge confirmation reading Successfully settled 1 transaction(s), with View past transactions in settlement

Can every Converge account settle manually?

No. Accounts set up for Multi-Currency Conversion can’t be settled manually. Everything in the Current Batch is settled automatically, all together, to get the best exchange rate.

Updated November 2, 2026

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