Step 1: Sync Lot Data & Create Settlements
Go to Auction Day > Dashboard.
Click the Lot Stats tab (below the HiBid info).
On the right-hand side, select Batch Clerk.
This imports the HiBid results and automatically creates bidder settlements.
Step 2: Process Payments
At the top of your screen, go to the Settlement tab.
For buyers paying with cash or check, check the Cash Buyer box (so their card is not charged).
Click Batch Process Credit Cards.
Choose Global Payments as the method.
Click Queue to begin processing.
⚠️ If a card fails:
It may be due to insufficient funds or a block from the card issuer.
Ask the bidder to confirm the card amount.
Offer a payment link or request cash/check as backup.
Step 3: Send Settlements (Email or Print)
Click Print/Email in the top-right corner.
In the popup, choose either:
Email Settlements to Selected, or
Print Selected Settlements.
If emailing, do not delete or change the Subject/Body in the next popup—these fields contain codes that link bidders directly to their settlement.
Step 4: Add Shipping or Buyer Charges (if needed)
For each buyer who requires shipping:
Click View Settlement (right-hand side).
Scroll to the bottom and select Add Buyer Auction Charge.
From the Account dropdown, choose Shipping and Handling or Miscellaneous.
Enter the amount and description (e.g., “Shipping and Handling”).
Click Add Charge.
Repeat for all buyers needing shipping.
Step 5: Manually Run Cards (for extra charges or alternate payment types)
For added shipping or special fees:
Click View Settlement.
Select Add Receipt at the top.
Choose Global Payments as the payment type.
(Optional) Add a note (e.g., “Shipping Fee”).
Check Email Receipt if you want it sent automatically.
Click Pay with HiBid Credit Card on File.
Once the balance shows $0.00, you can:
Send the settlement individually via Email Settlement To:, or
Include it in a batch email.
💡 For cash, check, or other methods: repeat the same steps, but choose the correct payment type and click Save.
✅ You’re done! Your auction is now closed, payments are processed, and buyers have received their settlements.