MANUAL SETTLEMENT
To set a time to auto-settle your batches, follow these steps:
AUTO SETTLEMENT
WHY SETTLE?
Batch settlement must occur for funds to be deposited
into your bank account. If auto settlement is enabled,
the system will settle at a set time each day. If
auto settlement is disabled, you must perform your
settlement requests manually.
1. From the idle screen, press ENTER [ O ].
2. Select SETTLEMENT.
3. Use the arrow key to scroll down and select
SETTLEMENT.
4. When the terminal prompts you to close the batch and
deposit funds, select YES.
5. When prompted, review and conrm the settlement total.
Select Accept on screen or by pressing ENTER [ O ].
6. The DESK/5000 will automatically print the settlement
report.
1. On the keypad, press the [ .,#* ] button.
2. Key in the passcode and press ENTER [ O ].
3. Select SETUP MENU on your touchscreen display.
4. Next, select TRANS OPTIONS.
5. Select SETTLEMENT.
6. Select AUTO SETTLE.
7. Set the time of day to settle your batches, using a 24-hour
HHMM clock format (e.g. 9:00 pm = 2100 hours).
8. Press ENTER [ O ].
Note: To turn “o” auto settlement and settle batches manual-
ly, follow the steps above and set the time of day to “0000”.
Activation assistance & training
1-866-451-4007
M-F 8:30-9:00 PM ET
Ready to get started?
Our Customer Activation team will walk you through the
steps for setting up your device and getting the most from
your payments account.
© 2023 Elavon, Inc. All rights reserved. Elavon is a trademark in the United States and/or other countries. This information is prepared by Elavon
as a service for its customers. All features and specications are subject to change without notice.
Customer care
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on your billing statement
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