Processing transactions is only half the battle, you also need to know when that revenue is actually clearing and hitting your bank account. The Batch Payouts page is your dedicated deposit tracking dashboard in Helcim. It gives you a clear, real-time look at your settled payment batches, processing fees, and final deposit totals so you can reconcile your bank statements without any guesswork.
To view this data, click on Reporting from the left-hand navigation menu and select the Batch Payouts tab.
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What features does it have?
The Batch Payouts tab organizes your historical deposits into an easy-to-read ledger to make bookkeeping a breeze. This page allows you to track:
Batch summaries: View grouped credit card and debit transactions that have closed and been sent for deposit.
Fee breakdown: See the transparent fees charged for processing that specific batch of transactions.
Final deposit totals: Know the exact net dollar amount that was cleared and sent directly to your business bank account.
| Processing fees may take up to 3 business days to be displayed on your dashboard. |
How do I use the Batch Payouts page?
This page includes a straightforward set of tools to help you filter your deposit history, customize your layout, and export your data for bookkeeping.
Filtering and searching your products
When you are reconciling your bank statements, you don't have to scroll through months of history. You can narrow down your results using the quick filters, advanced filters, or the search bar.
Date Range quick filter: For fast access, use the dedicated Date Range button located right at the top of your report to instantly isolate specific payout windows.
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Using the search bar: Head to the top right corner of the page to search instantly. You can type in a specific batch number to find a match immediately.
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Customizing your table layout
Every business manages accounting differently. You can adjust your table columns and screen layout by clicking the column customization button. This tool allows you to check or uncheck specific data fields so your report only displays the deposit details that matter most to your business.
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Exporting your data
If you need to send your deposit records to your accountant or upload them into your accounting software:
Set your desired date filters.
Click the Download button.
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Your system will instantly generate a .csv file containing all your filtered payout data for easy bookkeeping.
FAQs
How do I download a report of my payouts for my accountant?
Simply use the Date Range filter to select the specific range of batches required for your bookkeeping. Once the correct information is on your screen, click the Download button to save it as a .csv file.
Can I look up an old payout if I only have the batch number?
Yes. You can type the specific batch number directly into the search bar in the top right corner to pull up that exact deposit details instantly.