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Managing Your Terminals and Customizing Batch Settings

If you need to change your terminal settings or customize your batch settings, you can do so under Payments and Terminals. Once you are on the Terminals page, you can see the terminals that are associated with your account, their current settings, status, currency, MCP, auto settle, and host network settings. You can edit which terminal is the default terminal from the main landing page by scrolling to the far right-hand column and clicking on Set As Default. To make further edits to a terminal’s settings, click on the terminal you want from the main landing page and then select Edit in the top right-hand corner of your screen. You can now edit the Terminal Information and nickname the terminal something easily recognizable. You can also edit the Batch Settlement information. By default, the Auto-Settlement option will be turned to Off, meaning batches need to be manually settled.

If you do not manually settle your batch within 6 business days, it will be settled for you.

If you toggle the radio button to On you can select a time for your batches to auto-settle each day. Select the time of day that works best for your business using the drop-down menu. Once you are done editing your terminal settings, click on Save to apply your changes.

Related Articles

An Overview of Helcim Payments
Viewing and Searching Transaction History
Processing a Sale or a Pre-Authorization on the Virtual Terminal
Processing a Refund or a Void
Viewing Your Credit Card Batches
Batch Report Actions - Printing, Emailing, and Creating PDFs
Manually Settling a Batch
Receipt Theme Designer
Exporting Transactions
How to Process an EFT/ACH Transaction
ETF/ACH Batch Reports
Capturing a Pre-Authorized Transaction
Using Helcim Fraud Defender

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