> For the complete documentation index, see [llms.txt](https://docs.verifone.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.verifone.com/support-us/payware-connect/settlements/performing-a-settlement.md).

# Performing a Settlement

Settle a batch automatically or manually in the PAYware Connect Store Portal.

{% hint style="info" %}
**Use this when** you need to settle a batch of transactions — either on an automatic daily schedule, or manually, on demand.
{% endhint %}

## Setup

{% hint style="info" %}
You can set your account up for **Automatic Settlement** or **Manual Settlement**:

* **Automatic Settlement** — PAYware Connect settles your batch for you daily at a time you specify. You don't need to remember to settle it yourself.
* **Manual Settlement** — you settle your batch yourself, at any time of day, as many times a day as you need.
  {% endhint %}

Before settling, you may want to check the [Pre Settlement report](/support-us/payware-connect/settlements/checking-the-pre-settlement-report.md) to see which transactions are still unsettled.

## Choose your settlement method

{% tabs %}
{% tab title="Automatic Settlement" %}
{% stepper %}
{% step %}

### Open Settlement Setup

Hover over **Settlement**. Click **Settlement Setup**. The **Settlement Setup** window opens.
{% endstep %}

{% step %}

### Enable automatic settlement

Check **Enable Auto Settle**.
{% endstep %}

{% step %}

### Set the settlement time

Using the drop-down boxes next to **Settlement Time**, set the time of day (EST) you want automatic settlement to run, in 10-minute increments, then select **AM** or **PM**.
{% endstep %}

{% step %}

### Set up notifications, if wanted

PAYware Connect can notify you after each automatic settlement. Select the email format (**HTML** or **Text**), then enter a **Primary Email** for success and failure notifications — separate multiple addresses with a semicolon (`;`), e.g. `john@work.com; mary@work.com`.

To add a CC email, type the address and click **Add**; it appears in the box below. Add additional CC emails one at a time the same way. To remove one, select it (it turns blue), click **Delete**, then confirm.
{% endstep %}

{% step %}

### Save your changes

Click **Update** at the bottom of the page.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
PAYware Connect emails the Primary and CC addresses after every automatic settlement attempt, whether it succeeds or fails.
{% endhint %}
{% endtab %}

{% tab title="Manual Settlement" %}
{% stepper %}
{% step %}

### Open Manual Settlement

Hover over **Settlement**. Click **Manual Settlement**. The **Manual Settlement** window opens.
{% endstep %}

{% step %}

### Set the cutoff date and time

Use the calendar tool, or enter the cutoff date as `mmddyyyy` (no slashes — PAYware Connect adds them). Enter the cutoff time as `hhmmssXX` (no colons — PAYware Connect adds them). The request includes any transactions processed before this date and time.
{% endstep %}

{% step %}

### Review the batch

Click **Submit**. PAYware Connect shows the unsettled transactions grouped by Payment Type, with Count and Totals columns; multiple transaction types appear in separate rows. Click a column header to sort.

Click the **+** to the left of a row to expand the transactions of that type. Manually entered card numbers display in blue; swiped cards display in black. Each expanded row shows Time, Media, Invoice, Acct, and Reference (if applicable).
{% endstep %}

{% step %}

### Submit for settlement

Click **Submit for Manual Settlement**. After a moment, PAYware Connect confirms the settlement has been scheduled, and connects to the payment processor to finalize the transfer of funds. Click **Back** to return to the Manual Settlement window.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
PAYware Connect emails the Settlement Email address on file with the status of the batch:

* **Successful** — funds typically transfer in 2–5 business days, though it can take longer depending on the banks, processor, and the Federal Reserve.
* **Not successful** — PAYware Connect includes an error message explaining the rejection. If it isn't self-explanatory or doesn't resolve on its own, contact Technical Support.
  {% endhint %}
  {% endtab %}
  {% endtabs %}

<details>

<summary>Keywords</summary>

Also called: settle a batch, batch settlement, auto settle, manual settle. Search terms: settlement, automatic settlement, manual settlement, settlement setup.

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.verifone.com/support-us/payware-connect/settlements/performing-a-settlement.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.