Reviewing your Transactions and Batches
  • 29 Aug 2022
  • 1 Minute to read

Reviewing your Transactions and Batches


The Helcim Payments app gives you access to the same information you can access in your Helcim account. This includes an overview of all of your transactions and batches.

Workstation

Tablet


Transactions

If you want to see a list of your transactions, you can quickly access them using the menu at the bottom of your screen by clicking on Transactions.



You are now able to view a list of all your latest transactions and perform any of the regular actions you would complete if you had logged into Helcim from a web browser.


Batches

To access a list of your credit card batches, click on the arrow in the top left hand corner to  Show side panel to provide access to more menu items. Click on Credit Card Batches to view your open batches.



You will now be able to view a list of your credit card batches. Clicking on a batch will allow you to review additional details, manually settle the batch, or perform any of the usual batch actions.

Additional Resources


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