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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. You can use the buttons at the top of the page to select which terminal you want to view. Clicking on a batch will open up additional details for the batch and allow you to perform different actions or review the specific transactions that were included in 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
How to Process an EFT/ACH Transaction
ETF/ACH Batch Reports
Capturing a Pre-Authorized Transaction
Using Helcim Fraud Defender

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