Closing a Batch in the App
  • 27 Oct 2022
  • 1 Minute to read

Closing a Batch in the App

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

my transactions button


transaction icon button

Next, click on the arrow in the top left hand corner to  Show side panel to provide access to more menu items. Click on Credit Card Batches to view your open batches.

show side panel credit card 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, if the batch is still open this column will say N/A.

Once you have selected the batch you need to settle, click on Settle from the Actions menu drop-down button in the top right-hand corner of your screen.settle actions menuA 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.

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