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Closing a Batch in the App

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.

Once you have logged into the Helcim Payments App, click on Dashboard and Payments, then Credit Card Batches to view your open batches. Next, select the batch you would like to settle from your list of available batches. If your batch is closed there will be a date listed in the Date Closed Column, if the batch is still open this column will say N/A.
Once you have selected a batch, click on the blue Menu Icon on the top right-hand corner of the screen to view your additional action items.
The option to Settle the batch will be listed under the Actions menu. Click on Settle to close the batch. A confirmation message will appear asking you to confirm that you want to settle the batch. Click on Yes to confirm the action. A confirmation message will appear letting you know that the batch is now settled. The batch will now also have a Date Closed assigned to it on the main Credit Card Batches page.

Related Articles

Accepting Payments in Terminal Mode
Processing a Sale in Terminal Mode
Processing a Refund or Reversal
Reviewing Your Transactions and Batches
Processing a Sale in the App
Processing a Manual Transaction
Pre-Authorizations and Captures

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