Your Helcim Account includes a search feature that lets you review the transactions you have processed. To review your recent transactions, click on the
Payments icon then
Transactions to view the latest transactions page.This will bring you to an overview of your transactions.
To search through your transaction history, you can use the
Calendar icon in the right-hand corner of your screen to change the time frame you want to search through and the transaction type. If you only want to view transactions for one day, simply double-click on the day you want to view.
Once you have the date range you want to review, you can tab through the different menu options at the top of your page to select Credit Card Transactions, Bank Account Transactions, other Tender Transactions, Test Transactions, Orphaned Transactions, or Transaction Totals.
If you click on
Transaction Totals, you will see a summary of the transactions during your specified time frame. You can then further review the transaction total using the secondary menu by clicking on
Credit Card Totals,
Debit Card (External),
Other Tender Totals, and
You can click on any one of your transactions to view additional details, or perform several different actions including
Create PDF, or
Send Email Copy. The actions can be found under the
Actions button in the top right-hand corner of your screen.