Getting started with Payment Requests

Overview

Helcim’s Payment Request feature allows you to send payment requests to your customers quickly and easily. Whether you need to send an invoice or just collect a payment, this feature provides flexible options to help streamline the process.

Key features

1. Link customers to payment requests

   • You can easily connect each payment request to an existing customer profile or create a new one, making tracking and organizing payments more efficient.

2. Customizable invoice numbers

   • Add your own invoice numbers, or leave this field blank if you prefer. This flexibility helps you manage invoices in a way that fits your system.

3. Add a short description

   • Include a brief description of the purchase or service to provide clarity for you and your customer.

4. Flexible sending options

   • Choose how you want to send the payment request. You can email it, text it, or simply copy the link and share it via any method that works for you.

5. Direct payment link

   • Customers will be taken directly to a payment modal to complete their payment, rather than viewing a detailed invoice, ensuring a smoother and faster checkout experience.

6. Copy payment link without sending

   • If you’d prefer not to send an email or text, you can now copy the payment link and share it directly with your customers through any platform of your choice.

In this article, learn how to:

Create a new payment request

View and manage payment requests

Creating a new payment request

To send a Payment Request, simply log into your Helcim account and click on Payments > Payment Requests

Once you’re in Payment Requests choose New Payment Request

Once you’re in the Create Payment Request view, follow the steps below:

1. Attach a customer. Select an existing customer or create a new one by typing in their name and clicking Add Customer. (This is mandatory.)

2. Enter the payment amount. Input the amount you’re requesting from the customer.

3. Optional: Add details. Enter a custom invoice number or a short description for added clarity.

4. Select the payment method. Choose whether you'd like to accept payment via Credit Card, ACH, or both.

5. Toggle Fee Saver (if applicable). If you have Fee Saver enabled, you can toggle it on or off for this request. When on, it passes the credit card processing fees to your customer.

6. Choose how to send the request.

   • If you select Text, you’ll be prompted to enter the customer’s phone number.

   • For Email, you’ll need to provide a valid email address.

   • If you prefer to copy a payment link, a link will be generated for you to send manually.

7. Send and get paid! Once sent, your client will receive a payment link, directing them to a payment modal where they can complete the transaction.

Note

• Payment requests are valid until they are cancelled. No expiration date is required unless you choose to cancel the request manually.

• For SMS requests, the message content is set to default and uneditable. This ensures consistency in communication with your customers.

Viewing and managing payment requests

Viewing your payment request

To view the payment requests you’ve made and track their status, use the Filter.
On the upper left of your screen, select the Filter to see payment requests by their status: Due, Overdue, Paid, Cancelled, or Refunded

Cancel or resend a payment request

To cancel or resend a payment request, find the specific payment request in the list, click on it, then select the three dots on the right-hand side and choose Cancel Request or Send payment request.