Setup Unsettled CC Batch Alerts (Cloud)

Setup Unsettled CC Batch Alerts (Cloud)

When a credit card batch is not settled, an alert can be sent to anyone for who it is set up. This alert will be sent through the internal messaging application of Visual Matrix.
Path: Management > User Settings > Security

1. Highlight the User who will receive those alerts.



2. At the bottom right, in the Notifications section, check the box for Credit Card Batch does not settle.



3. Click Save at the top


4. The alert will show on the Dashboard Inbox of the user at the opening of the session.


    • Related Articles

    • Check if the Credit Card Batch is settled (Cloud)

      The credit card batch report is a summary detailing credit card transactions processed during the day and their status, settled or pre-settled. There are two ways to check if a credit card batch is settled. From the Supervisor Section of Front Office ...

    • Night Audit Credit Card Batch Report (Cloud) 🎥

      ? Watch Video The Credit Card Batch report will show all the credit card transactions posted for the given date and their status (settled or unsettled). Path: Accounting > Night Audit > Reprint Reports > Credit Card Batch. Generate report 1. Click ...

    • Check if a Credit Card Batch is settled (Cloud)

      Settling a credit card batch involves reconciling and finalizing credit card transactions between Visual Matrix and your credit card processor. "Settling a batch" essentially means concluding and processing the authorized credit card transactions to ...

    • Check In Guest with Credit Card (Cloud) 🎥

      ? Watch Video Before starting the check-in, make sure a room number is assigned and the room is clean. Path: Front Office > Reservations > Search and Open the Reservation 1. Choose Check-In from the Toolbox on the right. 2. Any prepaid deposit will ...

    • Set up an incidental amount for credit card authorization (Cloud)

      Setting up an incidental amount for authorization means that every reservation checked in with a credit card will have an extra amount added to the authorization. If not used, this extra amount is automatically released at check out. Path: Management ...