Reviewing Your Transactions and Batches
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.
The Helcim Payments app gives you access to the same information you can access in your Helcim account. This includes an overview of all of your transactions and batches.
Workstation
Tablet
Transactions
If you want to see a list of your transactions, you can quickly access them using the menu at the top of your screen by clicking on My Transactions
.
You can also find them by clicking on
Dashboard
then Payments
and selecting Transactions
from the menu under Payments
.
You are now able to view a list of all your latest transactions and perform any of the regular actions you would complete if you had logged into Helcim from a web browser.
Batches
To access a list of your credit card batches, click on Credit Card Batches
under the Payments
menu.
You will now be able to view a list of your credit card batches. Clicking on a batch will allow you to review additional details, manually settle the batch, or perform any of the usual batch actions.