Woohoo! You've officially taken your first steps with Helcim and processed your first payment. But the journey doesn't end there. Your Helcim account is packed with powerful tools and features designed to help you manage your business and streamline your payment processes.
Here are some additional next steps you can take to unlock the full potential of your Helcim account.
Tour your Helcim dashboard and app
Familiarize yourself with the Helcim environment to make the most of its features.
Tour the Helcim dashboard: Explore the various sections and features of your Helcim dashboard, including reporting, settings, and account management.
Tour the Helcim POS app: Learn how to use the Helcim POS app to manage your business and take payments on the go.
Track your money
Want to keep track of your earnings? Helcim makes it easy to monitor your transaction history, monthly statements, and bank deposits.
View your transaction history: Access a detailed record of all your transactions, including payments, refunds, and voids.
Review your monthly statements: Download and review your monthly statements for a comprehensive overview of your processing activity and a breakdown of fees.
Track your bank deposits: Monitor the status of your bank deposits and see when funds are credited to your account.
Add your customers and products
Your Helcim dashboard allows you to easily manage your customers and products, saving you time and keeping your business organized.
Add customers: Keep track of your customers' information, including their contact details, billing addresses, and purchase history.
Add products & services: Create a catalog of your products and services, making it easy to add them to invoices and transactions.
Explore online payment tools
In addition to the Virtual Terminal, Helcim offers a variety of online payment tools to help you get paid faster and more efficiently.
Try the Invoicing tool: Create and send professional invoices to your customers, track their status, and receive payments online.
Set up recurring payments: Automate recurring payments for subscriptions or memberships, ensuring you get paid on time, every time.
Create payment pages: Build simple payment pages for collecting payments for products or services, even if you don't have a website.
Learn about security and fees
At Helcim, security and transparency are top priorities.
Learn about credit card security and safety: Learn about best practices for secure payment processing.
Learn more about Helcim's fees: Get a clear understanding of Helcim's pricing and explore ways to optimize your processing costs.