Closing a Batch in the App

Desktop App

Once you have logged into the Helcim Payments App, click on Transactions from the bottom menu.

Next, click on Credit Card Batches on the left to view your open batches.

Next, select the batch you would like to settle from your list of available batches. If your batch is closed there will be a date listed in the Date Closed Column, and it will move from Pending, if the batch is still open this column will be blank.

Once you have selected the batch you need to settle, click on Settle from the Actions Menu drop-down button. To access the drop down click the 3 dots on the right. You can also click on the batch to open the details and access the Action Menu from the 3 dots in the top right. 

A confirmation message will appear letting you know that the batch is now settled. The batch will now also have a Date Closed assigned to it on the main Credit Card Batches page.

Mobile App

Once you have logged into the Helcim Payments App, click on the three horizontal lines on the bottom right of your screen to open Settings.

From here, select Payments and then Credit Card Batches.

Afterwards, you will be taken to the overview screen of your current batches. Select the batch you would like to settle from your list of available batches. If your batch is closed there will be a date listed in the Date Closed Column, and it will move from Pending, if the batch is still open this column will be blank.

Once you have selected the batch you need to settle, click on the batch to open the details and access the Action Menu from the 3 dots in the top right. 

A confirmation message will appear letting you know that the batch is now settled. The batch will now also have a Date Closed assigned to it on the main Credit Card Batches page.