Shift4 Batch Report and Submit Batch Operations in Dynamics 365

Definition: The Shift4 Payment Connector also allows end-users to request a batch report and submit a batch to the Shift4 Gateway. The following steps will guide you through this process.

• Batch Report
• Submit Batch

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Batch Report

1. Navigate to Modules > Accounts Receivable > Payments setup > Payment Services.
   
2. Locate the desired Payment service account, and make sure it is already configured to Shift4Connector.
   
3. On the top of the page, select Shift4 and select Batch report.
   
4. This will populate the Shift4 batch report form. From here, enter the desired date you would like to see the report for and select Ok.
   
   
   Note: When Inclusive is enabled, you will be shown all open (unsettled) transactions regardless of the business date selected.
   

5. Once complete, you will be shown a confirmation of your requested Batch report.
   

Submit Batch

6. Navigate to Modules > Accounts Receivable > Payments setup > Payment Services.
7. Locate the desired Payment service account, and make sure it is already configured to Shift4Connector.
   
8. On the top of the page, select Shift4 and select Submit batch.
   
9. This will populate the Shift4 batch report form. From here, enter the desired date you would like to see the report for and select OK.
   
   Note: When Inclusive is enabled, you will be shown all open (unsettled) transactions regardless of business date selected.

10. Once complete, you will be shown a confirmation of your Batch submittal.