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Portico Developer Guide
Auto-Close
Special Processing Rules > Batch Processing > Settlement > Auto-Close

Any DeviceId, with the exception of those set up for Host-based batch management, can be configured to request that the current open batch be closed automatically by Portico.  When auto-close is enabled in the device configuration, a specific time of day is specified in local time.  This is recommended, but optional, and can be disabled if only the manual close option is desired.

When the auto-close time is reached each day, Portico queues up the associated batch to be closed.

There can be a delay between the chosen auto-close time and the actual processing of the batch. This can vary based on the number of devices closing at the same time, system issues, or other factors.

The default on Portico is to continue to add the transactions to the same batch until it is processed. This ensures that the maximum number of transactions are processed at the time of settlement.

Portico does provide an option to ensure that no new transactions are added to a batch after the auto-close time. This can be important to some merchants in the case that there is a delay in the batch processing after the auto-close time.