Hi @MoonbowRoom. At first, I couldn’t think of any good reason that an “account upgrade” should delay card payments immediately showing up in your account balance. Then it hit me! I’m betting that you are a Square for Restaurants subscriber, aren’t you?
Here’s what’s going on. Square for Restaurants allows you to reopen checks without losing the payment method. Unfortunately, this has the unadvertised side effect of delaying the posting of payments until they are settled — either manually of by default. It sounds like you are not running the close of day function at night, so what is happening is that your transactions aren’t settling for 36 hours, I believe — or maybe 48.
You have two choices here.
Choice 1 - Each night after you close, from your Restaurants POS select “Run Close of Day” and go through the process. This will transfer those transactions to your balance.
Choice 2 - Go to your Online Dashboard > Device Management > Service Settings > Reopen Checks. You’ll find the the “default” reopen method is to “reopen and keep payment method.” Change it to “reopen and remove payment method.” Then, click the Save button. Now, all transactions once closed will immediately show up in your balance. The one drawback to this is that if you do need to reopen a check, you’ll lose the payment information and have to get it from the customer again. Most of us don’t need this, I don’t think, and it baffles me that Square engineers consider this the “default” setting.
I use Option 2, and always have. Once I close a check I have never had a need to reopen it. Hopefully this fixes your problem.
Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)
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