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Viewing Your Credit Card Batches

To view your credit card batches, click on Payments, then select Credit Card Batches from the menu. This will open an overview page with a summary of your Credit Card Batches. If you have multiple terminals associated with your account, you will see blue buttons at the top of the page that you can use to select which terminal you want to view. Clicking on a batch will open up additional details for the batch or review the specific transactions that were included in the batch. You can click on the Actions button in the top right-hand corner of your screen to Print, Create PDF, Send Email Copy or Settle the batch.

Viewing Transaction Details

If you would like to view the transaction details for a specific batch, click on Transactions in the Batch menu. You can now view an overview of the different transactions that were included in this batch. To review the details for the different card brands in the batch, click on the Totals tab at the top of the page to change the screen.

Viewing Invoice Details

If you would like to view additional details about the Invoices included in the batch, click on Invoice Matrix Report from the Batch menu. You can now view an overview of the invoice items that were included in this batch. Clicking on the tabs at the top will let you switch between viewing the invoices included in the batch and their associated products.

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
Batch Report Actions Printing Emailing and Creating PDFs
Manually Settling a Batch
Managing Your Terminals and Customizing Batch Settings
Receipt Theme Designer
Exporting Transactions
ETF and ACH Batch Reports
Capturing and Managing Pre-Authorized Transactions
Using Helcim Fraud Defender
Processing a Multi-Currency Transaction in the Virtual Terminal
Processing a Reversal or a Refund
How to Send Payment Requests
Refunds to a Canceled or Expired Customer Card

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