Credit card transactions that have been submitted for settlement are sent to processors in groups, also known as settlement batches. The cutoff time that determines which transactions are included in a batch depends on your account setup with Braintree and can’t be changed. If you have any questions about your specific setup, contact our Support team.

The settlement batch summary displays the total sales and credits for each batch. You can set a date range to limit the scope of your search and click on the link for each settlement batch to view its individual transactions. To see a breakdown of totals by payment method, click the Download button to export your results as a CSV (maximum 40,000 rows).

Running a settlement batch summary

  1. Log into the Control Panel
  2. Under Transactions, click Settlement Batch Summary
  3. If necessary, specify a merchant account
  4. Choose a custom date range or use the shortcut buttons
  5. If desired, check the box next to Exclude American Express? or Exclude PayPal?
  6. Click Run Settlement Batch Summary
note

If you are set up to accept PayPal transactions, you can better reconcile settlement batch summaries with your Braintree disbursements by excluding PayPal from this report. Similarly, if you have chosen to use your own Amex account, it may be helpful to exclude Amex from settlement batch summaries, because Amex funds won’t be included in Braintree deposits.

Emailing settlement batch summaries

Each user in your Control Panel can opt to receive daily settlement batch summary emails to keep up with transaction activity. To enable this feature:

  1. Log into the Control Panel
  2. Navigate to Account > My User
  3. Check the box next to Email Daily Settlement Batch Summary
  4. To include a breakdown of transactions by card type, check the box next to Include payment type details
  5. Click Save​​

If your user has the Manage Users permission, you can enable this for others by navigating to Settings > Users and Roles > Edit.

Still Have Questions?

If you can’t find an answer, give us a call at 877.434.2894 or contact our Support team


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