Desk/5000 – Manual settlement
Your device is most likely setup for automated settlement, but you have the option to close out manually. Learn how to complete a manual settlement.
Note: Your device may be a different color but all instructions apply
Manual settlement
- From the Home Screen with the Chase logo, press the green [Enter] key to access the Main Menu.
- From the Main Menu, navigate through the touchscreen menu by swiping up then press the Settlement icon.
- Terminal will prompt "Close Batch and Deposit Funds?" Press [2-Yes] to settle the batch or press the green [Enter] key.
- Review batch totals.
- Press Accept on the screen to confirm and settle batch.
- Terminal connects to host. Screen will prompt "Accepted", press the green [Enter] key to continue.
- Once Settlement is completed, terminal will prompt "Print Reports?"
- Press [2-Yes] on the screen or the green [Enter] key to print Detail/Summary Report.
