The Merchant Tools category in the All Tools menu of your Helcim dashboard provides access to a suite of tools designed to help you manage your business operations. Let's explore the tools and features available to you.
Helcim’s Merchant tools
Customers: Store and manage customer information.
Products & Services: Create and manage a catalog of your offerings.
Settings: Manage your Helcim account settings.
This includes settings for your general account, merchant account (taxes, currencies, languages), security, email, inventory, invoices, customers, and payments.
Reporting: Generate reports to gain insights into your business data, such as your goods sold, top selling products, and top grossing products.
Integrations: Grant access to the Helcim API for advanced integrations with a developer.
Accounting Center: Connect your Helcim account to Xero or QuickBooks to import invoices and collect payments through Helcim.
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Next Steps
Now that you have a good grasp of the Merchant Tools category, here are some next steps to continue learning how to use the Helcim platform:
Discover other Helcim tool categories: