Batch Report Actions - Print, Email & PDFs
  • 14 Nov 2022
  • 1 Minute to read

Batch Report Actions - Print, Email & PDFs


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

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 Batches

credit card batches manage pre-authorizations

Once 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.

 

Confirm the email address is correct or manually enter the address you want the email to be sent to and click on Send.

send receipt copy

A copy of the batch report will be sent to the inbox you specified.

 

 

To print a batch report, select the batch you want to print from the list of available Credit Card Batches

credit card batches manage pre-authorizations

Once 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.

Selecting 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.

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 Batches

credit card batches manage pre-authorizations

Once 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.

A confirmation message will appear confirming the PDF is being downloaded to your device. 

pdf is being downloaded

Settle a batch 

Review how to manually settle a batch here or how to customize your batch settings and turn on auto-settle here


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