Managing your business

Prev Next

Your Helcim account is more than just a payment processor – it's a powerful tool to help you manage your business operations.

In this section, you'll find guides on customizing your business profile, managing employees, generating insightful reports, handling equipment, and understanding important compliance information to keep your business on the right course.

Contents


Sign-in and security

Learn how to manage your login settings to ensure your Helcim account stays secure.

Accounts, profiles & terminals

Learn what we mean when we say ‘merchant account’, and how to manage multiple users, business locations, or payment terminals.

Manage your employees

Learn how to add your employees as users to your account and manage their permissions.

All about fees

Learn how Helcim’s interchange plus pricing works, our fee discounts, and how to view your fees on your statements.

Completing your compliance requirements

Learn what PCI and UBO compliance are and how to complete them each year.

Using Helcim’s referral program

Learn how to refer other businesses to Helcim and earn free processing.

Using Helcim’s Reporting tool

Learn what reports are available through your Helcim account, how to access them, and how to export data from them.