{"id":188947,"date":"2020-03-10T12:43:12","date_gmt":"2020-03-10T11:43:12","guid":{"rendered":"https:\/\/guide.jtl-software.com\/settling-transactions\/"},"modified":"2023-08-04T13:30:21","modified_gmt":"2023-08-04T11:30:21","slug":"settling-transactions","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/payments\/settling-transactions\/","title":{"rendered":"Settling transactions"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\" class=\"d-print-none\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-pos\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-pos\" id=\"settling-transactions\">Settling transactions <span id='anchor-settling-transactions' data-href='#settling-transactions' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tYou use a card terminal from a payment provider that is connected to JTL-POS via the OPI interface. You have accepted card payments throughout the day and would now like to trigger the actual posting of the transactions with a settlement.\t<\/div>\n<\/div>\n<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\t<span style=\"color: #336699;\"><strong>Please note:<\/strong><\/span> Some payment providers charge the customer\u2019s card directly. In this case, you do not need to carry out a separate transaction settlement. Consult with your payment provider to know whether or not you need to do transaction settlements for their terminals. SumUp and Zettle by PayPal do not require settlements.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"prerequisites\">Prerequisites <span id='anchor-prerequisites' data-href='#prerequisites' class='far fa-link' data-anchor><\/span><\/h3><ul class=\"list-reset ml-3 list-icons list-pos\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYour payment provider is connected to JTL-POS via the OPI interface either as an integrated or an external provider.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tUnder <span class=\"highlight\">Settings<\/span> &gt; <span class=\"highlight\">Payment methods<\/span>, the option <span class=\"highlight\">Transaction settlement required<\/span> is activated for the payment method.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"settling-transactions-2\">Settling transactions <span id='anchor-settling-transactions-2' data-href='#settling-transactions-2' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tIn the upper right-hand corner of JTL-POS, tap on the three-dot menu and select <span class=\"highlight\">Transaction settlement<\/span>. The <span class=\"highlight\">Transaction settlement<\/span> dialogue box will open.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/transaction-settlement-menu-jtl-pos-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/transaction-settlement-menu-jtl-pos-1-1024x575.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/transaction-settlement-menu-jtl-pos-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/transaction-settlement-menu-jtl-pos-1-1024x575.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/transaction-settlement-menu-jtl-pos-1-768x431.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"575\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/transaction-settlement-menu-jtl-pos-1.png&quot;,&quot;w&quot;:1594,&quot;h&quot;:895}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"2\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tYou will see a list of all terminals for which the transaction settlement is to be carried out. Tap <span class=\"highlight\">Settle transactions<\/span> to trigger the settlement. The transaction settlement will now be carried out.<\/li><\/ol>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/payments\/settling-transactions\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":189475,"menu_order":53,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-188947","page","type-page","status-publish","hentry","search_categorie-jtl-pos","pages_category-jtl-pos-en","pages_category-print-2-sortiment-kassiervorgang-zahlungen-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Settling transactions &#8211; 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