Viewing Your Credit Card Batches

You can review your card batches including details on individual transactions from the payments section of your Helcim account. 

In this section: 

• Viewing credit card batches
• Viewing transaction details
• Viewing invoice details

Viewing your credit card batches 

To view your credit card batches, click on Payments, then select Credit Card Batches from the menu.

This will open an overview page with a summary of your Credit Card Batches. If you have multiple terminals associated with your account, you will see blue buttons at the top of the page that you can use to select which terminal you want to view.

Clicking on a batch will open up additional details for the batch or review the specific transactions that were included in the batch. You can click on the Actions button in the top right-hand corner of your screen to perform the following actions:

• Print
• Create PDF
• Send Email Copy 
• Settle the batch

Viewing Transaction Details

If you would like to view the transaction details for a specific batch, click on Transactions in the Batch menu.

You can now view an overview of the different transactions that were included in this batch.

To review the details for the different card brands in the batch, click on the Totals tab at the top of the page to change the screen.

Viewing Invoice Details

If you would like to view additional details about the Invoices included in the batch, click on Invoice Matrix Report from the Batch menu.

You can now view an overview of the invoice items that were included in this batch.

Clicking on the tabs at the top will let you switch between viewing the invoices included in the batch and their associated products.