⚠ Please note that Helcim cannot help with issues experienced while using Great Exposure integration. Please contact them directly for assistance. The Helcim Support Team is happy to provide assistance on: Questions and information regarding processing fees Fee statements Helcim cannot provide assistance with issues related to Great Exposure integrations. When using integrations through Great Exposure, the integration process is done completely through CampusLogin. This means that Helcim Support cannot help with any integration related issues. For information on setting up , testing , and troubleshooting the integration, please reach out to your contact person from Great Exposure. Please do not hesitate to contact us if you have questions about processing fees related to your account.

Many businesses deal with returning customers but often rely on unsecured spreadsheets or handwritten lists to keep credit card numbers on file. Helcim's Customer Management feature lets you securely store your customer's billing, shipping, and credit card numbers on our secure servers. The feature enables you to build your customer database securely. Here is a list of benefits of the customer management feature: Allows merchants to securely store their customers' billing, shipping, and credit card numbers on Helcim servers. This removes the liability of saving this information on the merchant's computers or server Once added to the customer list, merchants can quickly re-bill, send an invoice, and add a customer to a subscription without having to re-enter their information. Commerce tracks a customer's history for the merchant - past invoices, due orders, etc. Generate, track and review customer notes. Customer log allows merchants to review

Checking Helcim Service Status Information on the status of Helcim’s Merchant Platform can be found at status.helcim.com. This site will give real time updates on any incidents, outages or degradations to our services. This is a useful tool to help determine if the issues you are experiencing are related to a known issue or are an isolated incident. Current Status You can view the real time status of our Merchant Platform areas. Clicking into each  section will display current operation and details of any outage or degradation in service.  Payment tools : Virtual Terminal, online invoicing, payment pages, API and Ecommerce integrations Payments App : The Helcim payments app Online Store : The Online Store and Checkout services Support Services : Phone Support, Email Support and Documentation (Learn.Helcim.com) If we are experiencing an outage, each merchant platform area will show details of the current issues as well as the

The Theme Settings tab allows you to customize the look and feel of your payment page. For an in-depth guide to customizing your payment page, check out our article on Customizing Payment Pages . Saving and sharing your payment page Once you're satisfied with your payment page, click Next to save it and choose how you want to share it with your customers. There are a few ways you can share your page. Copy the link: Share the link via email, website, invoices, newsletters, etc. Print QR code: Generate a QR code for customers to scan. Copy HTML links: Add the payment page directly to your website . Any changes to your Payment Page settings will be reflected in your saved QR codes and links. However, the QR code/URL will be regenerated each time you return to the Results page. Next steps Now that you've created your

Getting Started with Helcim Online Checkout Overview The Helcim Online Checkout is an e-commerce tool on the Merchant Platform, available to all merchants with no monthly fee. Merchants can list their products or services on their unique store landing page available as https:// .helcim.app , and can customize the look and feel including setting logo, brand colors, and contact information. With just a few clicks, your customers can easily browse available items, add items to their cart, avail discount codes, and seamlessly checkout their orders all from one place. When setting up your online store, you can configure your tax, fulfillment, and payment options through a simple and easy wizard. Accessing the Helcim Online Checkout Tool From your dashboard, select All Tools  then, click on Online Checkout   A banner will appear, prompting you to take your business online. Click on Setup Online Checkout  Steps to Set Up Your Online

If you want to check on the payment details for an invoice that has already been paid, you can view the transaction details through the  Invoices  section of your Helcim account. To review the transaction details, select an invoice that has a PAID status. Once you've selected the invoice you want to review, you can click on  Transactions  from the menu on the left-hand side of your screen. You can now view the transaction details for that invoice. Adding Notes To add notes to an existing invoice, click on the  Invoices  option under the Invoicing section of Helcim Commerce. From here, select the invoice you want to add a note to from the list of recent invoices. Clicking on the invoice will open up a preview of the invoice and a menu for additional options on the left-hand side of your screen. Select  Notes  from this menu

Toggle the button On if you would like to set a maximum discount amount. Once the option is turned On you can enter the maximum amount and specify if it is a maximum percent or dollar amount Check for New Orders You can use the settings under  Check for New Orders  to configure notifications for when new orders are received. These settings can be especially helpful for those in the food and beverage industry or for any business that receives time sensitive orders. Enable Sound Notifications:  Toggle this radio button  On  if you want to be notified with a ping each time an order is received. Auto-Print New Orders:   Toggle this radio button  On  if you want the new order to automatically be printed when it is received. Terminal Settings Terminal Language You can update the preferred language settings so that the prompts on the card reader are in

Canadian Merchants accepting bank payments from customers need to adhere to some additional rules and regulations. Below are three of the most common bank payment rules that apply to Canadian businesses.  These guidelines are not considered an exhaustive list of Payment Canada rules and regulations for bank payments, for complete details or specific questions please refer to the Payments Canada website .  Please be aware that: The first bank payment for a new customer will be only be completed after the customer completes the PAD Authorization Form If you edit the Bank Account Holder Name, Helcim will send a notification to the customer. Your customer can cancel the PAD Agreement at any time, provided they give 30 days notice before the next debit Authorization from the customer includes an agreement (adhering to Payments Canada rules- https://payments.ca/payment-resources/support-guides/business-guides/pre-authorized-debit ) where they have given

You can add custom notes on your customer profiles. To add a note, select  Customer List  under  Customers  and click on the customer profile you want to add a note to. Once you have select the customer profile, click on  Notes  under the Customers list on the left-hand side of the screen. This will open the text box that you can type in to add the note. Once you're done adding your text, click on  Add  in the top right-hand corner to add the note to the profile. Once you add the note, it will show up in a list below the text box in the notes section. If you want to remove a note, simply click on the  Trash Can  icon in the right-hand corner of the note. Click on  Yes  to confirm you want to delete the note.

The receipt theme designer lets you preview how your receipts will appear for customers and gives you customization options for the content and design of the receipt.  To access the Receipt Theme Designer, click on  Payments  then  Receipt Theme Designer . This will open up the theme designer, and you can begin customizing the design of your receipts. You can edit sections of the receipt by hovering over an area and clicking on the  Pencil  icon. You can also edit the receipt options using the Theme Designer side-bar menu on the right-hand side of your screen. Under the  Content  tab of the theme designer, you can click through the options to edit the following fields: Logo  - Upload your company logo Merchant Information  - Toggle the buttons  On  or  Off  to show your Business Name, Legal Name, Contact Information, Tax Number, and Website Receipt Header  - Add a custom Header Title or

The Payments tool allows you to access all your transaction history, create new payments via the  Virtual Terminal  or send  Payment Requests . You can also process refunds, voids, captures, and receipts in this tool. View Transaction History To review your recent transactions, click on the Payments icon and you will be taken to the Transactions dashboard. You can also use the side menu within Payments to click Transactions to view your transaction history. The list of transactions is pre-filtered to your Credit Card and Debit Card transaction history.  To switch between your transaction types, click on Credit Card to open the drop down menu. Coming Soon! You will soon be able to view your ACH transactions, Other tender transactions, and Test transactions in our new and improved UI. The current versions of these lists will still be displayed in the Classic view.  View Additional Columns To customize which columns

Keeping your bank account information up-to-date in your Helcim account ensures you continue to receive your deposits. This article will guide you through the process of linking additional bank accounts and managing your existing ones. Are you linking an account for the first time? Visit this article instead. In this article Update your bank information Choose a default account for deposits Manage closed bank accounts Manage bank accounts for multiple merchant accounts FAQs Update your bank information You can't directly update the details of an existing linked bank account. However, you can easily add a new one to your Helcim account. Here's how: Select All tools . Select My Business , then Banking . Select Link new account (top-right corner). Choose one of the following options: Link bank account: Use Plaid to connect to your bank instantly. Upload document manually: Link using a void cheque in 2-3

If you need to manually settle a batch or if your batches are not on auto-settle, you can do so by clicking on  Credit Card Batches  and selecting the open batch you want to settle from the list of available Credit Card Batches. You can settle batches from the Action Menu.  To open the Action Menu, either click the 3 dots on the right hand side of the Batch or click on the Batch to open the draw. From the draw, select the 3 dots in the top right and select Settle . Click  Yes  to confirm that you want to settle the batch.   A confirmation message will appear to confirm the action has been successful Your batch is now settled.

Helcim makes it easy to complete your PCI Compliance, most businesses can answer the questions and obtain their certification all from within their Helcim account. For an overview of PCI Compliance, click  here PCI Compliance due date You have 90 days from when your account is approved to complete your PCI Compliance by answering the security questions. To complete your PCI Compliance questionnaire , click on All Tools and then on My Business. Then click on Security and Compliance on the left side menu.  On the landing page, you can learn more about PCI Compliance and why it is important, and view your current compliance status. If you have not yet completed your PCI Compliance questionnaire, your status will be listed as Not Compliant.   Completing the Questionnaire To get complete the compliance requirements, click on Answer Security Questions .The questions that are generated will vary depending on your type of business

Equipment Deprecation In our ongoing commitment to cost-effective solutions for small businesses, we will be deprecating the ZJ-5809 Lightweight Thermal Printer immediately. We will still be offering support and troubleshooting assistance for merchants to use. In line with this, we are excited to introduce the Helcim Smart Terminal as a comprehensive and streamlined POS solution, including built-in printed receipt functionality. You can now pre-order the Helcim Smart Terminal on your Helcim dashboard. Follow the setup instructions below to connect the Helcim Payments app with the ZJ-5809 Lightweight Thermal Printer. First, make sure the sticker is removed from the battery's charging surface . Remove battery cover Remove battery from printer Turn battery over to see charging surface Remove sticker Workstation Instructions For Windows To begin, you will need to install the drivers to connect the printer to your Helcim Payments app. You can access the necessary

ZP-5809 Printer Depreciation In our ongoing commitment to cost-effective solutions for small businesses, we have deprecated the ZJ-5809 Lightweight Thermal Printer as of 2023. We will still be offering support and troubleshooting assistance for merchants to use. In line with this, we are excited to introduce the Helcim Smart Terminal as a comprehensive and streamlined POS solution, including built-in printed receipt functionality. You can now order the Helcim Smart Terminal on your Helcim dashboard. Below you will find an overview of the printers that are currently compatible with Helcim Payments and details on which types of businesses they will work best for. While there are many similar models of printers to the ones listed below, only the specific models listed below are compatible with the app, we cannot guarantee compatibility with any other models. Printer Options ZJ-5809 Lightweight Thermal Printer Bluetooth Star Micronics TSP143IIIBi Star

Gen 1 Card Reader All of the information below pertains only to the Gen 1 Card Reader. On occasion, the Helcim Card Reader might not be performing as expected. If this occurs there are a few tips you can try to remedy the issue. Restarting the Helcim Card Reader If you need to reboot the Helcim Card Reader, you can hold down the # and Yellow keys on the keypad to restart the device. Pressing these keys will restart the device if it is plugged in, if the device is not plugged in this will turn off the device. Checking the Connection If you are having difficulties getting the Helcim Card Reader to connect to the Helcim Payments app, try following these steps: Close the app completely or re-download the app if necessary If you are connecting the device through the USB cord, disconnect the USB from the device Next

Do you want more control over when your daily sales transactions are finalized and sent for processing? Helcim's auto-settlement feature gives you that flexibility. While the default setting is 5:00 PM MT, you can easily customize this to align with your business's specific closing procedures. This article will show you how to manage your auto-settlement settings and why it's a valuable tool. In this article Understanding auto-settlement Finding your terminal settings Adjusting your auto-settlement time Important considerations for auto-settlement Next steps FAQ Understanding auto-settlement Auto-settlement is the automated process of closing your daily batch of transactions and submitting it for settlement. This ensures that the funds from your sales are processed and transferred to your bank account. While Helcim's default auto-settlement time is 5:00 PM MT, you have the flexibility to change this. Finding your terminal

If you want to see which customers have been logging into the Customer Portal, you can do so by clicking on  Logs  under the Customer Portal menu. Once you are on the Access Logs page, you can view the latest customer activity.

This article explains how to customize the beep, vibrate, or flash settings for your barcode scanner within the Helcim app. In this article Accessing barcode scanner settings Changing the scan mode Accessing barcode scanner settings Open the Helcim Payments app on your iOS or Android device. Tap the Hamburger Menu icon (three horizontal lines) in the bottom right corner. Tap the Settings icon. Select Peripheral Settings Then, select Barcode Scanners . On Android, you may be prompted to install the Socket Companion app if it is not already installed Changing the scan mode Within the Barcode scanners settings, you can adjust the settings to control whether the scanner beeps, vibrates, or flashes after each scan. Select the mode you want, and then press the back arrow to save your setting.