Processing a Payment for an Existing Customer
  • 27 Oct 2022
  • 1 Minute to read

Processing a Payment for an Existing Customer


You can process payments for existing customers from the Customers section of your Helcim Account.

To process a payment, select the customer profile you want to process a payment for and select either New Invoice, New Card Transaction, or New Bank Account transaction from the Actions menu in the top right-hand corner of your screen.

If you select New Invoice, follow the instructions included in How to Process a Payment for an Invoice to complete the transaction.

If you select `New Card Transaction', or 'New Bank Account Transaction' follow the instructions included in Processing a Sale or a Pre-Authorization on the Virtual Terminal.


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