Transactions & deposits

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Understanding your money flow is key to keeping your business healthy. This section provides all the details you need to track your transactions, reconcile your funds, and understand your bank deposits.

Learn how to view your transaction history, manage different payment types like ACH, and ensure you always know when your money is arriving.

Contents


Funding and bank deposits

Learn how funds are deposited in your bank, and how to monitor and manage your deposits.

Batches and settlements

Learn how your transactions are batched and how to manage batch settlements for your terminals.

Review your transactions

Learn how to view your transactions in your Helcim account and manage your receipts.

Refunds and voids

Learn how to refund or void transactions if a customer wants a return.

Credit card pre-authorizations (a.k.a. holds)

Learn how to place and capture holds on customer credit cards.

Bank payments (ACH)

Learn how to collect payments through bank-to-bank transfers.