---
title: "Accessing the Helcim Virtual Terminal: A Quick Guide"
slug: "accessing-the-virtual-terminal"
description: "Learn how to access Helcim's Virtual Terminal. This guide covers accessing it through the All Tools menu, customer profiles, and invoices."
updated: 2025-04-17T15:38:03Z
published: 2025-04-17T15:38:03Z
canonical: "learn.helcim.com/accessing-the-virtual-terminal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accessing the Virtual Terminal

Need to take a payment over the phone, process an invoice remotely, or handle a transaction away from your usual setup? Helcim's Virtual Terminal makes it easy.

This article shows you how to access this powerful tool so you can start processing payments quickly and efficiently. Let's get started!

---

**In this article**

- [Video: accessing the virtual terminal](/v1/docs/accessing-the-virtual-terminal#video)
- [The easiest way: the all tools menu](/v1/docs/accessing-the-virtual-terminal#the-easiest-way-using-the-all-tools-menu)
- [Other ways to access the terminal](/v1/docs/accessing-the-virtual-terminal#other-ways-to-access-the-virtual-terminal)
- [Next steps](/v1/docs/accessing-the-virtual-terminal#next-steps)
- [FAQs & troubleshooting](/v1/docs/accessing-the-virtual-terminal#faq-troubleshooting)

## Video

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[YouTube video player](https://www.youtube.com/embed/3UphMGkbsNY?si=-UI0VjZuEqlIFNga&start=98)

## The easiest way: using the All Tools menu

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The quickest and most convenient way to access the Virtual Terminal, especially for frequent use, is through the All Tools menu:

1. Click on the **All Tools** menu in the top-left corner of your Helcim account.
2. Select **Virtual Terminal** from the list of tools.

Even better, from this menu, you can also pin the Virtual Terminal to your side menu for instant access anytime. This is highly recommended for streamlining your workflow.

![All tools menu with virtual terminal highlighted.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/Virtual-Terminal-All-Tools-Annotated.png)

## Other ways to access the Virtual Terminal

---

While the **All Tools** menu is the most efficient, here are some other ways to access the Virtual Terminal, depending on your current task.

---

**From a customer's profile:**

- Go to the **Customers** section of your Helcim account.
- Select the customer profile you want to process a payment for.
- Click on the **Actions** button at the top right corner of the screen.
- Choose **New Card Transaction** or **New Bank Account Transaction** to open the Virtual Terminal.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/sparkle.png) | Use this method when you're working directly with a customer's account and need to quickly process a payment for them, perhaps for a repeat purchase or a specific service. |
| --- | --- |

---

**From an invoice:**

- Go to the **Invoicing** section of your Helcim account.
- Click on the invoice you want to process.
- Select **Actions** from the top left of the screen.
- Choose **Process Now** to open the Virtual Terminal.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/sparkle.png) | This is the most direct way to collect payment for a specific invoice, especially if it's overdue or you want to offer your customer a convenient way to pay online. |
| --- | --- |

## Next steps

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Once you have the virtual terminal open, you’re ready to take a payment. Head to the article below to find out how.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/cursor.png) | [Taking a payment on the Helcim Virtual Terminal](/v1/docs/taking-a-payment-with-the-virtual-terminal) |
| --- | --- |

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### FAQ & Troubleshooting

**Why are there so many ways to access the Virtual Terminal?**

We offer multiple access points to give you flexibility and cater to different workflows. The **All Tools** menu is the most efficient for frequent use, while accessing it from a customer profile or invoice is more convenient when you're already working within those sections of your account.