Why would the Credit Card batch not Settle
What happens during the credit card settlement process?
When Visual Matrix tries to settle the daily credit card batch, it checks with the gateway portal (Lighthouse, Fusebox, ...) to make sure that the number of transactions and the total of all transactions match.
If there is a discrepancy, the batch will not settle.
Why would a Settlement not go through?
This can come from:
- an alteration from the gateway portal.
- a network communication issue.
- an error in processing a transaction.
How to avoid the batch not to settle
The best way to make sure the batch will always settle is to never log into your gateway portal to make any modification. This can be:
- completing a sale in the portal in which authorization was obtained within Visual Matrix.
- posting charges directly within the portal instead of in Visual Matrix.
- posting a credit (refund) to a client directly from the portal instead of within Visual Matrix.
- posting a credit (refund) to a client credit card that is NOT linked to an actual transaction (aka Independant Refund vs Regular Refund).
Any of those actions or anything done directly from the portal instead of within Visual Matrix will guarantee an issue during the batch settlement.
If a hotel wishes to use its gateway portal, they have to see with their gateway to create a separate batch that will not come into conflict with the one from Visual Matrix.
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