Invoices and Helcim ACH Payments

ACH Payments give customers the option of paying online using their banking information instead of a credit card. If you have bank payments enabled on your account you can use the payment option button on invoices to offer customers credit card payments, bank payments, or the choice of both. 

To get started, log into your Helcim account and select Invoicing. Next, create an invoice as you normally would and enter the customer information or choose an existing customer.

Next, click on the Details section and you can select how you would like your customer to make their payment. By clicking on the Payment Method dropdown, you can select ACH Bank Payment, Credit Card or Credit Card or ACH Bank Payment as eligible payment methods for the customer.

You can now send the Due Invoice to your customer using the Actions button on the invoicing page.

Once your customer receives the invoice they can either enter their own banking information, or review the information you entered for them, before completing the authorization agreement and submitting their payment.

The customer will receive a copy of their authorization form for the bank payment and a receipt for the transaction once complete. You will also be notified when the customer completes the authorization form and when the payment has been processed.