Batch Report Actions - Print, Email & PDFs

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

• Send an email copy
• Print a batch report 
• Create a PDF
• Settle

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

Once 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.

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

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

Print a batch report

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. 

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.

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

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.