Batch Report Actions - Print, Email & PDFs
  • 27 Sep 2022
  • 1 Minute to read

Batch Report Actions - Print, Email & PDFs


Available Actions

There are several actions you can take from within the Credit Card Batches section of Payments in your Helcim Account.

Credit card batches actions

Printing a Batch Report

To print a batch report, select the batch you want to print from the list of available Credit Card Batchescredit card batches manage pre-authorizationsOnce you have selected the batch you want to action, you can select from the Actions drop-down button on the top right-hand side of your screen. To print the batch report, select Print.print batch reportSelecting print will open a new window where you can preview the batch report and customize your settings based on your available printing options. Once you are done click Print.print batch report

Create a PDF

To create a PDF of a batch report, select the batch you want to print from the list of available Credit Card Batchescredit card batches manage pre-authorizationsOnce you have selected the batch you want to action, you can select from the Actions drop-down button on the top right-hand side of your screen. To create a PDF of the batch report, select Create PDF.print batch reportA confirmation message will appear confirming the PDF is being downloaded.pdf is being downloaded

Email a Copy

To email a copy of a batch report, select the batch you want to print from the list of available Credit Card Batchescredit card batches manage pre-authorizationsOnce you have selected the batch you want to action, you can select from the Actions drop-down button on the top right-hand side of your screen. To email the batch report, select Email Copy.send email copyConfirm the email address is correct or manually enter the address you want the email to be sent to and click on Send.send receipt copyA copy of the batch report will be sent to the inbox you specified.


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