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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

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