How to Verify Your Daily Credit Card Batch

Purpose

Credit card batching is the process by which your daily card transactions get submitted to your processor for deposit. The Auto Start New Day feature on the POS includes an automated batch job, but this is not a guaranteed failsafe — batches can still be missed due to network issues, timing conflicts, or irregularities while closing the day.

Verifying your batch each morning takes less than a minute and is the most reliable way to confirm your credit card deposits are processed correctly.

When Does This Apply?

Every business day, after your scheduled batch time (typically overnight). If you use Auto Start New Day, verify any time after it runs. If you manually close the day, verify first thing the next morning.

How To Verify Your Batch

Open the POS and navigate to Credit Card Manager (Under the ‘Cash’ menu; this is also called the ‘CC Manager’)
Check the batch status indicator (circled in blue in these images):
- Green = batch ran successfully. This will also show the time/date that the batch was processed in yellow.

Red = batch is open or did not complete — do not wait, manually batch immediately using the ‘Batch’ button at the bottom of the window

Note on Transaction Status: CC Manager also shows the current status of each transaction (Under the 4th column, labeled ‘Trans Status’). ‘Authorized’ means the card was initially OK’d for payment but the transaction has not been settled, while ‘Approved’ means the transaction has been fully settled, and the funds will be included with the Credit Card Deposit for that business date.

If status is green: pull the Batch Report from CC Manager and compare totals by card type (Visa, Mastercard, Amex, etc.) across the four sources below:

POS Daily Performance Report (DPR)

Shows all credit card payments recorded for orders during that day, broken down by card type (Visa, Mastercard, Amex, Discover)

CC Manager Batch Report

Select 'Batch Report' at the top of CC Manager
This shows transactions submitted for settlement broken down by card type (Visa, Mastercard, Amex, Discover)
Compare these totals with the DPR to confirm that all credit card transactions for that day were properly submitted for settlement.

Worldpay IQ portal

NOTE: If your store does not use Worldpay for processing Credit Card transactions, you will need to reach out to your payment processor directly for detailed transaction settlement records. Go to your payment processor’s website for support contact information.
After logging into IQ Portal, go to the left sidebar and select ‘Reconciliation’, then ‘Summary’.

In this new page, select 'Merchant' for the Hierarchy level, input your MID in the middle box, and select the date you want to search in the Date From – To box on the right, then press Search to see all settlements

Note: Settlements will typically appear on the date one day after the batch is submitted. Example: The settlement on 4/24 would be for the transactions for the business day of 4/23.

The bottom of this page includes a section showing settlement totals by card type:

Compare each card type total against your Batch Report and DPR

Bank Deposit Record (banking app or website)

Accessed by logging into your bank account via your bank’s website or mobile app and viewing your transaction record (Steps may vary depending on your bank)
Shows a single combined total deposited to your bank account
Confirm this matches the sum of your Batch Report totals and settlement totals in IQ Portal
- Note: Deposits typically post 24-72 hours after the batch was submitted, so the deposit date may be within 1-3 days after the business date of the transactions.

What To Do If You Find Discrepancies in Your Batch/Deposit

If the deposit amount does not match your batch report total: Contact HungerRush Support at (281) 971-2500
If status is red and manual batch fails or shows "No batches to settle": Contact HungerRush Support at (281) 971-2500 — do not attempt to batch again without guidance

What Auto Start New Day Does (and Doesn't Do)

Auto Start New Day (ASND) rolls your business date forward automatically if you are unable to close the day normally.
ASND and Credit Card Batching are two separate systems — ASND being run does not guarantee your batch ran
- ASND will normally attempt a batch job as part of rolling the day forward, but many external factors can cause this to fail; DO NOT RELY ON ASND TO BATCH YOUR CREDIT CARDS WITHOUT MANUALLY VERIFYING YOUR BATCH TOTALS THE NEXT DAY
If you closed the day manually, you are responsible for initiating the batch at the time of close.
- The POS can also trigger a credit card batch alongside a manual day close, if desired. Contact HungerRush Support for assistance adjusting your Credit Server settings to turn this on.
Do not rely on ASND as a substitute for batching without manually verifying your batch the next day

Good Habits

Check CC Manager status every morning before the lunch rush — it takes 30 seconds
- Also remember, Authorized transactions have not yet been settled, while Approved transactions have been fully settled
Match your batch report total against your bank deposit daily — green in CC Manager confirms the batch ran, not that the amount is correct
If you're not on-site, designate a manager responsible for morning batch verification
If you see a discrepancy between your batch report and your deposit, call Support immediately — do not wait

Things to Avoid

Do not rely on Auto Start New Day to batch your credit cards unless you are manually verifying the previous day’s batch was successful every day
Do not assume the day being closed also means the batch ran
- Close Day and CC Manager are separate; always verify the batch is in green status in CC Manager the next day.
Do not rely solely on in-app notifications for batch status — you must navigate to Credit Card Manager to see it
Do not attempt to re-batch multiple times if you get an error — call Support first
Never go more than 24 hours without verifying your batch ran and your deposit matches

If You Miss a Batch

Contact HungerRush Support as soon as possible. Depending on how much time has passed, bulk processing may be available to recover missed transactions. The window for recovery is limited — the sooner you call, the more options are available.

browse