Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

Settlements and Reports

The information in this article is for merchants using Helcim's Legacy System. If you signed up for Helcim on or after June 1, 2020, please click here.

To settle an open batch manually:

  • At the Home screen press the Settlements button
  • Press Settle
  • Once in the Settlement page, review the open batch and press Settle open batch
  • Press Done

To view and print batch reports:

  • At the Home screen press the Settlements button
  • Press Reports
  • In the Reports screen press Generate report
  • Select a Range of dates (Start date and End date), Type (Transactions or Items) and Employee and press Generate
  • Once the report has been generated press Details to view report

Related Articles

Poynt Smart Terminal Setup & Activation
Loading Paper
Connecting to a Network
Completing a Transaction
Processing a Refund
Reprinting a Receipt
Tip Enablement
Product Catalog
Add Taxes Discounts and Fees to Products

Was this article helpful?

Feedback submitted - Thank you!

If you need immediate assistance please contact our Merchant Experience Specialists here