Settle transactions in Transaction Manager

All transactions are automatically settled every day before midnight. However, if you want to manually settle an open batch of transactions, follow the steps below.

1. Log in to Transaction Manager .
2. Click Settlements in the main menu.
3. Click the Close Batch button. If there is an open batch of transactions, it will be listed on the Close Batch screen.
4. Click the Close Batch link for the batch you want to settle.
   
   You'll see a message that tells you whether the batch is settled. If the batch is not settled, please contact our Client Services team at 800-787-4105.