How Do I Change My Automatic Settlement Settings?

Follow these steps to update your batch settings and automatic settlement configuration:

  1. Click on More, then Accounts on the left of the page.
  2. On the left, select the Account that you would like to update, then click on the Edit link for the Account Settings section.
  3. Next, go to the Automatic Settle section. Here you can toggle Automatic Settlement On/Off. You can also change the time that the batch settles each day.
  4. Click Save Changes when you're done.

Warning:  Remember to keep automatic settlement "on" if your business normally operates with auto-batching (failure to settle your transactions will prevent future funds from transferring into your checking account). You must manually settle your batches if Automatic Settle is turned off.

If you need to manually settle your account, see:

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