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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

Related Articles

Recurring Billing
Customer Management
Payment Requests (Invoicing)
Processing Transactions
Helcim Virtual Terminal - Getting Started
Automatic Email Receipts
Updating Invoice Policies

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