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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.

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.

Here are some additional resources that you might find helpful:

Related Articles

Accepting Payments in Terminal Mode
Processing a Sale in Terminal Mode
Processing a Refund or a Void
Processing a Sale in the App
Processing a Manual Transaction
Pre-Authorizations and Captures
Closing a Batch in the App

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