Managing WooCommerce transactions with Helcim

The Helcim WooCommerce plugin not only simplifies payment processing but also offers tools to manage your transactions effectively.

This article will guide you through how to refund transactions directly in WooCommerce and how to set up multi-currency functionality for Canadian merchants.


In this article


Refunding a transaction in WooCommerce


Refunding transactions is available for merchants using the latest version of the Helcim Commerce plugin.

  1. Under the WooCommerce plugin settings of your WordPress account, click on Orders from the menu on the left-hand side.

  2. Click on the order that you would like to refund.

  3. In the Edit Order screen, click on the Refund button.

  4. Edit the Quantity and Total of your products in the order for the refund.

    • You'll see the total update in the Refund amount field.

  5. After entering the refund amount, click on Refund via HelcimCommerce and then OK to confirm.

  6. After the refund is completed, you will see that your order has been updated and the refunded amount will be displayed on your order.

A value needs to be entered into the quantity field to match the number of transactions you wish to refund.

Multiple currencies in WooCommerce


The Helcim Commerce for WooCommerce plugin supports multi-currency functionality provided by WooCommerce's base WooPayments plugin. This allows eligible Canadian merchants with both CAD and USD processing terminals to have transactions processed on the appropriate terminal.

To configure multi-currency in WooCommerce, follow the steps below.

Step 1: Install and configure the WooPayments plugin.

You can install the plugin here. The plugin only needs to be active; it does not need to be enabled as a payment option for your store payments.

Step 2: Log in to your WordPress account.

  • Select Plugins > Add New Plugin

  • Search WooPayments and install the plugin

Step 3: Configure multi-currency in WooCommerce.

  • Select WooCommerce > Settings

  • Select Multi-currency

  • Add your additional USD or CAD currency

  • Check the setting to "Automatically switch customers to their local currency if it has been enabled"

  • Save your changes

Once configured, customers who visit your checkout will be automatically shown prices in their local currency.


FAQ

What currencies can I process in using the Helcim commerce for WooCommerce plugin?

The Helcim commerce plugin for WooCommerce supports a single merchant account and currency for US-based merchants. Canadian-based merchants can modify the plugin to support both CAD and USD currencies.

However, before configuring your account for multi-currency, Canadian-based merchants will need to connect with our support team to have the required merchant account and banking information configured for your processing and deposits. To request this, please open a support ticket through your Helcim account.

Does the Helcim commerce for WooCommerce plugin support other multi-currency plugins?

Due to the number of available third-party plugins for multi-currency through WooCommerce, we are only able to provide support for multi-currency using the base WooPayments functionality offered by WooCommerce.