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bnhdgls avatar image
bnhdgls asked rugnrollseo answered

Auto Closeout

Clover needs an Auto Closeout / Auto Batch feature that can be set based on an "operating day."

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David Marginian avatar image
David Marginian Deactivated answered

Can you provide a bit more context? In the US at least transactions will automatically closeout at the set closeout time.

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bnhdgls avatar image
bnhdgls answered David Marginian Deactivated edited

Each night, we have to manually press “close out” in order to send the batch. There should be an option to be an automated feature, in case staff or management forget to do so.

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David Marginian avatar image David Marginian ♦♦ commented ·

Where are you located? What is your merchant id?

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David Marginian avatar image
David Marginian Deactivated answered

This forum is for developers that build integrations on the Clover platform to receive support. We aren't experts in merchant facing issues. However, we do support both manual and auto-closeout, this may depend on what region you are located in (not certain). I am also not sure if we support both manual and auto at the same time for the same merchant, or if it is one or the other. I believe your closeout choice (manual/auto) happens when you are onboarded. If you need to change from manual to auto you should be able to do that by contacting Clover support. You can find their number on your device via the help app.

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glitznailsandspa avatar image
glitznailsandspa answered

Call clover help line and they can switch you to auto. It is not a selection in your setup. You can also choose the time.

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bnhdgls avatar image
bnhdgls answered

Thank you !!!

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sharase avatar image
sharase answered danialhertz commented

Many point-of-sale systems have automatic closeout or batch processing features that can be set based on time or other criteria. It's possible that Clover may have a similar feature that can be configured based on an operating day.

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danialhertz avatar image danialhertz commented ·

I believe you can choose the time (Clover supports both manual and auto.)
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preeti123 avatar image
preeti123 answered

Auto-closeout automatically closes your batch and submits it for clearing, settlement, then a deposit into your bank account by your auto-closeout time.

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andree23 avatar image
andree23 answered

The capability for both manual and auto-closeout for the same merchant simultaneously is uncertain. Typically, the choice between manual and auto-closeout is determined during the onboarding process. Watermelon Game

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vanaxa7756 avatar image
vanaxa7756 answered

The ability to perform both manual and auto-closeout for the same merchant at the same time is unclear. Normally, the decision between manual and auto-closeout is made during the initial setup process. This relates to the Watermelon Game.




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chriscrist answered

Understanding these features can definitely improve business operations. Speaking of managing businesses, have you played Monkey Mart? It's an online game where you run your own virtual supermarket and learn all about handling inventory, serving customers, and making strategic decisions to grow your business.



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