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Viewing Statements and Settlement Information

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.

You can view the details of your bank transfers (settlements), business statements, and merchant statements from within your Helcim account.

To access this information, begin by logging into your Helcim account.

View Your Bank Transfers

Click on My Business and Banking.

One this page you will see a list of all your linked bank accounts. To view your Bank Transfers, click on the blue Bank Transfers button in the top right-hand corner of your screen.

Now, you can view a detailed list of the batches that are currently being processed for your account and details on the expected transfers. Use the calendar icon in the top right-hand corner of your screen to adjust the dates if you only want to see bank transfers for a specific date range.

If you want to view a breakdown of the funds being deposited and the fees for each transfer, simply click on the transfer you want to view more details for.

View Your Monthly Statements

Clicking on My Business and Monthly Statements will show you the monthly statements for your Helcim account. Under statement type you can view both our business statements and your merchant statements for each month. Statements are automatically added to your account once they are ready.

Select either Business Statements or Merchant Statements using the buttons on the top of the page, then click on Download on the right-hand side of the screen to save a copy of the statement to your device.

Sample Business Statement

Sample Merchant Statement

Related Articles

Editing Your User Settings
Dashboard and Notifications
Managing Your Merchant Account Information
Managing Employee Roles and Settings
Default User Settings
Editing Business Locations and Addresses
Updating Banking Information
Ordering New Equipment or Viewing Equipment Orders
Completing or Renewing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits
Bank Deposits
Contact Helcim Support
How to Send a Referral
Form 1099-K Overview

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