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
My Business and
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
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.
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