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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 menu on the 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 menu on the 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 menu on the 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.

Related Articles

Viewing and Searching Transaction History
Processing a Sale or a Pre-Authorization on the Virtual Terminal
Processing a Refund or a Void
Processing a Multi-Currency Transaction in the Virtual Terminal
Viewing Your Credit Card Batches
Manually Settling a Batch
Managing Your Terminals and Customizing Batch Settings
Receipt Theme Designer
Exporting Transactions
An Overview of Helcim Payments
How to Process an EFT/ACH Transaction
ETF/ACH Batch Reports
Capturing a Pre-Authorized Transaction
Using Helcim Fraud Defender

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