Just signed up with Helcim and don’t know where to start? No problem!
We’ve made this guide for you to learn how to set up your Helcim account. We’ll cover all the essential steps, from linking a bank account to taking your first test payment.
How to use this guide
Here are some tips on how to make the most of this onboarding guide.
The guide is designed to be followed in order, but you don’t have to. If you’d like, you can pick and choose chapters that matter most to you.
Go at your own pace. The time it takes to set your account up will depend on your business. You can go through the whole guide in a few days, or continually come back to it as you integrate with Helcim!
It helps to have your own Helcim account open. Ideally, in a separate window on your computer. You can log in through this link.
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Additional resources
Wondering what to learn next? Here are some Learn articles you might find helpful as you start taking live sales.
Taking payments
Helcim POS app. Learn how to turn your mobile device or tablet into a POS with the Helcim app.
Helcim Smart Terminal. Learn how our all-in-one, in-person payment terminal works.
Virtual Terminal. Learn how to take credit card payments over the phone.
Invoicing. Learn how to create invoices and collect payment on them.
Recurring Payments. Learn how to set up a subscription service.
Helcim Fee Saver. Learn how to add surcharges or convenience fees during checkout, so you can save on processing fees.
Funding and fees
How long does funding take? Learn how long it typically takes to receive a bank deposit after a day of sales.
What are gross and net deposits? Learn why Helcim withdraws fees as a separate transaction.
Understanding Helcim’s fees. Learn about how Helcim’s transparent pricing model works, and how to manage your fees.
Organizing your products
Add and edit products. Start your product catalogue by learning how to add a saved product listing.
Import products and services. Migrating from another system? Import your existing products or services into Helcim.
More business setup
Go deeper on taxes. Learn about tax exempt products and working with tax regions.
Change your business addresses. Make sure the address you display on your invoices and receipts is correct.
Add custom employee roles. Build custom permission profiles for your employees.
Use Helcim with other tools
Integrate Helcim with Quickbooks. Learn how to connect your Quickbooks invoices to Helcim for payments.
Integrate Helcim with Xero. Learn how to connect your Xero invoices to Helcim for payments.