Navigating Your Helcim Account
    • 11 May 2023
    • 1 Minute to read

    Navigating Your Helcim Account

    Article summary

    New Icons and Virtual Terminal Icon
    Our icons are sporting a new look but inside they're still the same tools you've come to love. Based on your feedback, Virtual Terminal also now has its own icon, so you can process a payment even quicker than before. Pin your favorite tools so you can process a payment in one click! Learn how here.

    You account gives you access to a wide variety of payment and business tools designed to help you get paid.

    The home screen sidebar menus make it easy for you to switch between sections of your account and access the tools you need.

    You can view all the available tools in your account by selecting the All Tools button in the top left-hand corner of your screen. The tools are sorted into categories for payment tools, merchant tools, and back office tools.
    Helcim payment tools
    Selecting a tool will bring you to that tool, the navigation will be available on the left-hand side of your screen to switch between options in that section.
    You can return to the dashboard by selecting the Home button at anytime.

    home icon

    The Side menu is collapsible, making it easier to view which tools you are selecting.

    Side menu popped out

    Pinning Your Favorite Tools

    Use the Pin Your Tools option to select your most used tools and keep them at the top of your navigation.
    Helcim payment tools
    After selecting the Pin Your Tools option click on the greyed out pins to select a tool. Once you are done selecting tools, click on Done.
    Helcim payment toolsThe pinned tools will be highlighted with a colored pin icon. You can remove the favorites pins by selecting Pin Your Tools and clicking on the icon again.

    Navigating Within the Tools

    After selecting a tool you can view the additional menu items on the left-hand side of your screen.
    Invoicing - recent invoices
    You can use the back button to return to the main navigation page for a specific tool.
    Invoicing - recent invoices

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