Settle Authorized Payment

When you settle a payment with an Authorized status, the payment gateway will include the payment in the overnight settlement and transfer the funds.

You will need to select a Settlement Reason to complete this action. Before starting this procedure, ensure that a desired Settlement Reason has been created. Reasons are created and managed in the Setup application. Refer to Reasons Module for more information.

Complete the following steps to settle the Authorized payment:

If you know the payment number, click Payments in the left pane. Use the Search field to find and select a payment. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customers window, select an account to open the Customer Summary window.

Customer Summary Window
On the Customer Summary window, select an account on the Accounts tab to open the Account Details window.

Account Details Window
If the Allow Multi-Customer Accounts Billing system setting is set to False, the Account Details window will be slightly different. It will include three additional detail tabs: Addresses, Phone Numbers, and Emails.

Account Details Window - Allow Multi-Customer Accounts System Setting is False
Click the Payments tab to open the Payments window.

Payments Window
On the Payments window, complete one of the following:

For the payment you wish to settle, click the in the Actions column and select Settle to open the Settle Payment window.

Payments - Settle Option
OR, select a payment to open the Payment Information window. Select Settle from the Payment drop-down menu to open the Settle Payment window.

Payments - Settle Option

On the Settle Payment window, complete the required fields.

Settle Payment Window

Required fields are marked with an asterisk.

Settlement Reason*— Select the reason for settling the payment. Reasons are created and managed in the Setup application. Refer to Reasons Module for more information.
Amount*— Enter the payment amount for settlement. It can be equal to the originally authorized payment amount or less.

Click the Submit button to settle a payment. The payment status changes to Completed.