Credit Card Batch Report

Credit Card Batch Report

Location: Reports > Transaction Reports 

The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT the evening before to today's date at 9:29 PM EDT.  
Info
Click here to learn more about adjusting the batch time in Setup POS & POS Devices. 

Payment Types included in this report are limited to:
  1. Clover
    1. Clover (in-store and online)
    2. Clover Manual
    3. Clover Refund
    4. Token on File
  2. Inspire Pay
    1. Inspire Pay
    2. Inspire Pay Manual
    3. Inspire Pay Refunds
    4. Token on File
  3. Inspire Pay Dejavoo
    1. Inspire Pay Dejavoo
    2. Inspire Pay Manual Dejavoo
    3. Inspire Pay Dejavoo Refunds
    4. Token on File
Sorting Options

For easier review and reconciliation, this report can be sorted by:
  • Payment Date/Time
  • Ticket Number
  • Client Name
  • Account
  • Payment Type
  • Reference #
  • Auth. Code
Column Definitions

Each column in the Credit Card Batch Report provides specific details about your transactions:
  • Payment Date/Time – Displays the exact date and time the payment was collected.
  • Ticket # – Shows the ticket number associated with the payment.
  • Client Name – Displays the first and last name of the client, if one is attached to the ticket.
  • Amount – Represents the total amount collected for that payment method.
  • Payment Type – Indicates how the payment was collected (e.g., Clover, Inspire Pay, Token on File).
  • Reference # / Note – Displays any reference number or note entered in the payment notes section during checkout.
  • Auth. Code – Shows the approval code provided by the cardholder’s bank when the transaction is authorized.
Additional Information

At the bottom of the report, a total is provided showing the overall amount collected based on the selected date. This report can be printed or exported for your records or reconciliation purposes.


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