Setup Unsettled CC Batch Alerts (Cloud)
Unsettled credit card batch alerts notify users when a credit card batch has not been successfully processed. These alerts help ensure that payment issues are identified and resolved quickly to avoid delays in funding and reconciliation.
This feature allows you to select which users receive alerts when a batch does not settle. Alerts are delivered through the Visual Matrix internal messaging system and appear in the user’s Dashboard Inbox when they log in. This is a user-level setting and must be enabled individually for each user.
Path: Management > User Settings > Security
Instructions
1. Select the user who should receive the alert.
2. In the Notifications section, check Receive Credit Card Batch Warnings.
3. Click Save to apply the change.
Important Behavior & Rules
Financial Impact
An unsettled batch means credit card transactions may not have been processed correctly, and funds may not be received.
User-Specific Setting
Alerts must be enabled individually for each user.
Internal Notification Delivery
Alerts are primarily delivered through the Visual Matrix messaging system and appear in the user’s Dashboard Inbox.
If the user is configured to receive text notifications (with a valid phone number and appropriate settings), alerts may also be sent via SMS, subject to carrier and notification setup limitations.
Displayed at Login
Alerts appear in the Dashboard Inbox when the user opens the system.
Important Connection
This alert is separate from standard user notifications, such as Maintenance, Housekeeping, and Management alerts.
Those notifications are configured in Enabling Text and Push Notifications for a User.
Still Need Help With This Topic?
Ask Yourself:
- Was the correct user selected?
- Was the alert option checked?
- Was the change saved?
Support May Ask:
- Which batch date is affected
- Screenshot of notification settings
- Whether the alert appears in the Dashboard Inbox