Batch Report Actions - Print, Email & PDFs
    • 19 Dec 2023
    • 1 Minute to read

    Batch Report Actions - Print, Email & PDFs


    Article Summary

    There are several actions you can perform from within the Credit Card Batches section of Payments in your Helcim account. 

    Email a copy

    To email a copy of a batch report, select the batch you want to print from the list of available Credit Card Batches

    Full Batch listOnce you have selected the batch you want to action, you can select from the Actions Menu drop-downby clicking on the 3 dots on the right hand side of the batch. To email the batch report, select Email Batch Report.

    Email batch report option selected


     

    Confirm the email address is correct or manually enter the address you want the email to be sent to and click on Send.

    email receiptA copy of the batch report will be sent to the inbox you specified.

     

     

    To print a batch report, select the batch you want to print from the list of available Credit Card Batches

    Once you have selected the batch you want to action, you can select from the Actions Menu drop-down by clicking on the 3 dots on the right hand side of the batch. To print the batch report, select Print. 

    Print batch report

    Selecting print will open a new window where you can preview the batch report and customize your settings based on your available printing options. Once you are done click Print.

    Export a PDF

    To Export a PDF of a batch report, select the batch you want to print from the list of available Credit Card Batches

    Once you have selected the batch you want to action, you can select from the Actions Menu drop-down by clicking on the 3 dots on the right hand side of the batch. To create a PDF of the batch report, select Export as PDF.

    Export as PDF selected

    A confirmation message will appear confirming the PDF is being downloaded to your device. 

    batch report has been sent!You can also choose to export your batch report as a CSV,


    Settle a batch 

    Review how to manually settle a batch here or how to customize your batch settings and turn on auto-settle here


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