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, select the drop down arrow next to the terminal name to choose your terminal.

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 three dots button in the top right-hand corner of your screen to open the actions menu. From here you can:

• Export as PDF
• Export as CSV
• Print 
• Settle- This will close that particular bath
• Email batch report

From the Batch Information draw, you can view the processing fees per batch. Whilst these are being calculated, they will display as pending. Once calculated, the amount will display. This information will also be available on the main Credit Card Batches list. 

Viewing Transaction Details

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

If you select View Details from the Transaction Summary box, you will be directed to the transactions list, pre-filtered to those specific batch transactions.