Re-Settle a Credit Card Batch (PMS)
Sometimes a credit card batch doesn’t settle successfully during the audit. Visual Matrix allows you to attempt a re-settlement directly in the PMS before contacting Support. This quick guide shows you how to try a resettlement yourself and explains what to do if an error occurs.
Path: Front Office > Supervisor > System Maint > Credit Card Interface > Unsettled batches will appear in red.
Steps to Re-Settle a Batch
1. Highlight the unsettled batch (shown in red).
2. Click Settle Batch in the top right.
3. Click Yes to confirm.
If the batch is processed successfully, Visual Matrix will display the batch number from the CC gateway.
If an Error Appears
If resettlement fails, Do Not Make a Second Attempt. Instead, take these steps before contacting Support:
- Take a screenshot of the error message.
- Note the date of the unsettled batch.
- Include the processor/gateway name if you know it (Shift4, Fortis Pay, Elavon).
Share this information when you open a Support ticket. It will help our team resolve the issue faster.
Best Practice Reminder
Always wait for Support before voiding transactions.
If a payment needs to be reposted or adjusted, our team will confirm the right steps.
When to Contact Support
If the batch still shows unsettled after you click Settle Batch.
If an error message appears.
If the totals don’t match between your PMS and the processor portal.
Still Need Help With This Topic?
Ask Yourself:
- Did I select the batch highlighted in red?
- Did I click Settle Batch?
- Did a new batch number appear after I tried resettling?
- Did I capture a screenshot of the error message (if any)?
- Have I already contacted my processor or tried to manually process the payment outside Visual Matrix?
Support May Ask You:
- Can you share the screenshot of the error message?
- What processor/gateway is linked to this batch?
- What is the date of the unsettled batch?
- Have any of the transactions already been voided or reposted?
- Has anyone at your property recently done a manual capture in the processor portal?