Getting Started with the Helcim Point-of-Sale

The Helcim Point-of-Sale lets you accept in-person payments using any of your existing devices, from smartphones, tablets, and even Mac and Windows computers.

The point-of-sale is available on the Helcim app and works with the Helcim Card Reader to accept in-person payments by making it easy for businesses to quickly enter a purchase amount or select products for a sale

Getting Started

The point-of-sale is accessible in the Helcim app through the first icon on the left at the bottom of your screen. 

Desktop App

Selecting your POS View

With two different modes, you can customize the POS experience for your business needs, whether you have a comprehensive product catalog and want to use the grid mode, or you simply need to enter payment amounts in manual mode. 

On the POS Page, you can either enter a payment amount directly into the app to accept a payment, or switch to the grid view with products to select items included in the sale. Switch between the two views by clicking on the icons in the top left-hand corner of the screen. 

Manual Mode

When using the POS in Manual Mode you will simply enter the purchase amount into the keypad then select Process Payment to continue the transaction.

Grid Mode

Grid Mode allows you to use the POS with your products or services that are saved in your Helcim account. You’ll add items to the cart to calculate the total before processing a transaction.

On the Point-of-Sale page you will see a list of all your product categories on the left-hand side of the screen, you can click through the product categories to bring up specific products. Once you find the product you're looking for, click on the + sign to select that item and add it to the cart.

Search Icon

The magnifying glass beside the Grid icon will allow you to search for a specific product you have created. 

Processing a payment with the POS

You will need to either enter a payment amount or add products to your card before you’ll be able to select Process Payment in the POS. This will open the payment summary in the app so you can review the amount, if you want to accept tips, and the tax amount before you proceed to process the payment. 

If your POS is synced with the Helcim Card Reader you can now pass the card reader to your customer to complete the transaction. If you don’t have the card reader with you, or if your customer is paying by an alternate method, use the Payment Method drop down to select the correct payment type. 

You can record payments in the POS using the following methods: 

• Card Manual Entry - Where you enter the customers card details for a card not present payment
• Credit/Debit - Where the customer pays in-person using their credit or debit card with Helcim hardware
• Cash - When accepting cash from your customer
• Other - You can record the following other types of payments to track within your Helcim account:
  • Check - If the customer submits a check for payment
  • Ext. Credit or Ext. Debit - If the customer paid by credit or debit through another payment system
    
  • Misc. - If recording another payment method, you’ll be given the option to enter a note about the payment 

Additional POS Options

Use the three dots on the top right-hand side of your screen to view the additional POS options. After selecting this option you can complete the following actions: 

• Link Customer - Search for an existing customer to link to the transaction 
• Link Invoice - Search for an existing invoice to link to the transaction 
• Save Order - Save the order in your Order Manager so the customer can pay later
• Add Transaction Note - Add a comment to this order 
• Open Cash Drawer - If you have a cash drawer connected to your account use this to open the drawer without having to complete a transaction 
• Clear Cart - Quickly remove all the items from your cart 

Mobile App

Selecting your POS View

With two different modes, you can customize the POS experience for your business needs, whether you have a comprehensive product catalog and want to use the grid mode, or you simply need to enter payment amounts in manual mode. 

On the POS Page, you can either enter a payment amount directly into the app to accept a payment, or switch to the grid view with products to select items included in the sale. Switch between the two views by clicking on the icons in the top left-hand corner of the screen. 

Manual Mode

When using the POS in Manual Mode you will simply enter the purchase amount into the keypad then select Process Payment to continue the transaction.

Grid Mode

Grid Mode allows you to use the POS with your products or services that are saved in your Helcim account. You’ll add items to the cart to calculate the total before processing a transaction.

On the Point-of-Sale page you will see a list of all your product categories on the left-hand side of the screen, you can click through the product categories to bring up specific products. Once you find the product you're looking for, click on the + sign to select that item and add it to the cart.

The categories in the above screenshot would be where 'Mini Commission' is displayed, clicking this will give you a drop down like below: 

Search Icon

The magnifying glass beside the Grid icon will allow you to search for a specific product you have created. 

Processing a payment with the POS

You will need to either enter a payment amount or add products to your card before you’ll be able to select Process Payment in the POS. This will open the payment summary in the app so you can review the amount, if you want to accept tips, and the tax amount before you proceed to process the payment. 

If your POS is synced with the Helcim Card Reader you can now pass the card reader to your customer to complete the transaction. If you don’t have the card reader with you, or if your customer is paying by an alternate method, use the Payment Method drop down to select the correct payment type. This can be found by clicking on the credit card icon on the purple Menu bar.

You can record payments in the POS using the following methods: 

• Card Manual Entry - Where you enter the customers card details
• Credit/Debit - Where the customer pays in-person using their credit or debit card
• Cash - When accepting cash 
• Check - If the customer submits a check for payment
• Misc. - If recording another payment method, you’ll be given the option to enter a note about the payment 
• Ext. Credit or Ext. Debit - If the customer paid by credit or debit through another payment system 

Additional POS Options 

There are other key actions you can do on your POS app:

• Link Customer - Search for an existing customer to link to the transaction 
• Link Invoice - Search for an existing invoice to link to the transaction 
• Save Order - Save the order in your Order Manager so the customer can pay later
• Add Transaction Note - Add a comment to this order 
• Open Cash Drawer - If you have a cash drawer connected to your account use this to open the drawer without having to complete a transaction 
• Clear Cart - Quickly remove all the items from your cart