Batch Report Actions Printing Emailing and Creating PDFs

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

Printing a Batch Report

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

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