Total/Subtotal

Closing

Performing a closing adds up the total amount of transactions made on the terminal since the last closing (typically done at the end of the business day).

The closing resets the transaction history on the terminal, and any further payments are then recorded in a new closing. You can always find the complete transaction history in the Client Portal, where transactions can be cancelled or refunded.

Automatic closing

By default, automatic closings are performed on all terminals once a week, on Monday morning between 2:00 and 4:00 AM. During this time, the terminal must be switched on, connected to the internet, and running the Switchio Pay application. If not, the automatic closing will be performed as soon as possible (i.e., after powering on or reconnecting to the internet).

Closing may also be triggered automatically by the cash register system, if the terminal is connected to it. The closing time will then follow that system.

If you're using a POS application (e.g. mKasa, Piccolo, etc.), automatic closing is never performed.

Manual closing

Steps:

1. In the main menu, select "Closing".

2. The screen will display the current closing status. Each color represents a different type of amount / number of transactions. Green means payments, red indicates refunds. Review the information and press the “Closing Batch” button to confirm.
   

3. The terminal will print the total number and amount of accepted transactions, categorized by card type. It will also print the total number of refunds.

The Subtotal

A subtotal allows you to check the sum of transactions processed on the terminal within the time period since the last closing.

Any number of subtotals can be made between two closings. Subtotals or transaction records are not deleted by performing a subtotal, so it has no effect on the next closing.

1. In the main menu, select the "Closing" option

2. Review the data on the screen and press the “Subtotal” button to display it.

3. The terminal will print the total number of transactions received and their sum. They are broken down by card type. The terminal will also print the total number of returns.