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 pressSettle open batch
- Press
Done
To view and print batch reports:
- At the Home screen press the
Settlements
button - Press
Reports
- In the
Reports
screen pressGenerate 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