How to settle a batch (Desk 5000 / Move 5000)

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How do I settle a batch manually?

Terminals typically have auto-settlement turned on. If you need to settle by hand:

1. Press on Settlement icon from 2nd page of home screen (or press Enter to get to main menu and select Settlement)
2. Enter password, if prompted
3. Terminal will display “close batch and deposit funds”
4. Select YES

Batch will close and print settlement report

How do I check what time my terminal auto-settles?

To verify the current Auto Settle time on the terminal file:

1. Press ADMIN or .,#*
2. If prompted enter password, press Enter
3. Select 3 - Setup Menu
4. Select 5 - Trans Options
5. Select 4- Settlement
6. Scroll to #6- Auto Settle – this is the time your terminal is set to settle nightly.

   If you need to adjust auto settle time – enter time (i.e. 2000 = 8PM Eastern) and let Cartis Support know to update the terminal file to match.

Common questions

Do I need to settle my terminal myself?

Usually not. Terminals typically have auto-settlement turned on and settle nightly at the time shown under #6- Auto Settle. Use the manual steps above only when you need to settle by hand.

What if settlement is unsuccessful or the batch is out of balance?

If the terminal says the batch is out of balance, contact Cartis support or the processor directly to resolve it. For help with other settlement problems, contact Cartis at 1-888-712-0770 or email support@cartispayments.com.

What does 2000 mean in the auto-settle time?

The time uses a 24-hour format: 2000 means 8PM Eastern.