Settlements & Batches
This documentation is for the legacy Helcim Virtual Terminal. New merchants should refer to the Helcim Commerce documentation.
By default, your account will be setup to automatically settle your transactions at midnight (MST). If your account has been configured for manual settlements:
- Click
View Batch - Click
Current Batch - Click
Settle Batch
Viewing Current & Prior Transactions
- Click
View Transactions - The screen should display all the transactions from today.
If you would like to view transactions from a previous day:
- Click
View Transactions - Select the date range and the type of transactions to view
- Click
List Transactions - For detailed information a particular transaction, click on its order ID
Reviewing Past Settlements
- Click
View Batch - Select the month of the batch you would like to view
- Select the date of the batch you would like to view.
- For detailed information a particular transaction, click on its order ID
Downloading your Batch Report to Excel
- Click
Batches - Click on a closed batch
- In the top right of your screen click on
Export to Excel - Download file