How to set-up auto-settlement for your store?

You can set up auto settlement in your merchant web account online by following these steps. This will allow settlements to automatically close at a set time every day. Any transactions in your open batch will be settled.

Note: If you have multiple store locations, the auto close time will apply at the local time for the store.

Step 1: Log into Poynt.net

Step 2: Click on Account & Settings --> Manage Store

Step 3: Click on Payment Settings and Toggle on Auto Settlement.  You can then choose the time for Auto-Settle from the drop down menu.

Click on Save Store to update the changes.

Note: Any transactions flagged as Auth-Only will still need to be manually added to the Open Batch

The email address to send reports to appears to the left of the Manage Business option. 

To update the email address, click on Manage Business and enter in the email address.  You can also update your settings to enable receipt of status of terminal and generated reports.

To view steps on how to set up auto settlement on new HQ view, please click here.