If your account includes the ability to accept ACH Bank Payments, you will need to know how to add, edit, and delete customer bank accounts from your customer profiles. To access customer bank account information, first click on Customers and Customer List . Next, select the customer that you need to update the banking information for. Select Bank Accounts from the menu on the left-hand side of your screen. Add a New Bank Account If you want to add a new bank account, click on the box with the + in the center of it. Enter the information into the fields. Type : Use the drop-down to select what type of account the customer has  Personal/Business: Specify if this bank account is a business account, or for personal use  Transit Number: Enter the transit number for the customers account  Bank Account Number : Type in the bank account number for the

Getting paid is exciting! We totally get that you're keen to see those funds land in your account. At Helcim, we're all about getting your money to you as smoothly and quickly as we can. This article will give you the lowdown on typical deposit times, what can sometimes cause delays, and how to keep in the loop about your deposits. In this article General deposit timelines Factors affecting deposit timelines Next day funding for US merchants Weekends and holidays Conclusions Next steps FAQs General deposit timelines at Helcim When you process payments with Helcim, the funds from those transactions are deposited into your linked bank account. The time it takes for these deposits to arrive can vary depending on the type of transaction: Credit Card Transactions: Typically, credit card deposits arrive in your account within 1-2 business days after the batch has been settled. However, it

The Helcim API is a powerful tool that allows different programs to interact with the Helcim platform. In simple terms, it's a way for your business's software to "talk" to Helcim's systems, enabling you to automate tasks and integrate Helcim's features into your own applications. This article will break down how the Helcim API works, and how you can get started with using it to build custom payment solutions for your business. In this article What is an API? What can you do with the Helcim API? Who is the Helcim API for? Key features and benefits Important considerations How much does the Helcim API cost? Next steps FAQ What is an API? An API (application programming interface) is essentially a contract between two pieces of software, allowing them to exchange information and perform tasks with each other. Imagine you're at a restaurant. You don

If you or your bookkeeper are using QuickBooks for your accounting, creating a clearing account in QuickBooks can help you reconcile your net billing deposits. Tip Only you know what will work best for your business, if you have questions about how to best reconcile your deposits we recommend speaking with your accountant, bookkeeper, or QuickBooks directly. A Clearing Account is an account that you use to move money from one account to another account when you cannot move the money directly. This account normally has a balance of $0.00 because you always take out the same amount that you put in. If you want to use a clearing account for reconciling net billing transactions. Follow the three steps below: Creating a Clearing Account on QuickBooks Online Update the Helcim Account to auto-deposit transactions to the clearing account we created on QBO. Marking an Invoice paid when payment

So you're eager to explore your Helcim account, but you might be unsure of where to start. This article series will guide you through the key areas of the Helcim dashboard. By the end, you’ll understand where things are and what each tool does, allowing you to make the most out of your experience and confidently manage your business. Contents A tour of the Helcim Dashboard Payment tools Merchant tools Back office tools

If you have a lot of customers it may be time-consuming to find the customer you need, instead, use the search bar on the Customers List page under the Customers section of your account. You can search by: Customer code Contact first or last name Business name Email Telephone number City To access the search click on the Search Icon in the right-hand corner of your screen.

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

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

Need to accept payments over the phone without the hassle of traditional credit card terminals? The Helcim Virtual Terminal is your solution. This series of articles provides everything you need to know to start processing payments quickly and efficiently with the virtual terminal. Contents What is the Helcim Virtual Terminal? Accessing the Virtual Terminal Taking a payment with the Virtual Terminal Payment options for the Virtual Terminal Video

Form 1099-K Overview What is a Form 1099-K? Form 1099-K "Payment Card and Third Party Network Transactions" is an informational tax form used to report your sales activity processed through Helcim for each calendar year. As your payments company, Helcim is responsible for generating this form for your records as well as filing this form on your behalf with the IRS and state governments, if your business activity exceeds the applicable filing threshold. Where do I view and download my 1099-K? To view or download your Form 1099-K, first you will need to navigate to the Tax Forms section. Click on All Tools and My Business Click on  Tax Forms Viewing Tax Forms Only users with Administrator or Accountant roles will be able to view this section. You will now see all of your available Form 1099-K's. If you have multiple merchant accounts

Placeholder, if the product is tax-exempt, shipping exempt, or if any additional variants should be applied. Use the Inventory Management options to ensure you're never surprised by an out-of-stock product again. Toggle the radio button to On to track the product inventory and enter the low-level inventory threshold that you're comfortable with. The Specifications fields allow you to provide useful sizing and weight details to your customers. Use the text boxes to enter the weight, width, length, and height of your products. If you are a Level 3 Data merchant, you can enter your Unit of Measure and Commodity Code for your products in the Level 3 Data section. Level 3 Data Level 3 Data is reserved for merchants who are accepting Corporate, Purchasing, and Government credit cards. Please contact Helcim if you would like to enable this feature. When you are done adding

Let's walk through the steps of creating your first invoice! We'll cover everything from accessing the invoice editor to adding payment details and sending the invoice to your customer. In this article Accessing the invoice editor Filling in the invoice Calculating totals Saving and sending the invoice Next steps FAQs & troubleshooting Accessing the invoice editor To get started, log in to your Helcim account and navigate to the Invoicing tab. Select All Tools Select Invoicing If you’ll be using the Invoicing tool frequently, you may want to pin it to your sidebar for easier access. To do this, select Pin Your Tools and then the pin next to the Invoicing icon. From there, click on New Invoice to open the invoice editor. Filling in the invoice The invoice editor is where you'll input all the necessary information for your invoice. Primary fields Start by filling the

life. The device has the latest version of the Helcim app. The device's date and time are accurate. Your Helcim account is active. My Smart Terminal is not connecting to the internet. What should I do? If you're experiencing connectivity issues: Toggle the device's Wi-Fi or 4G/LTE connection off and on to check connectivity. Restart your router and the Smart Terminal, then try connecting again. Check your current Wi-Fi speed. If it's weak, you may need to switch to another network. Reboot the Helcim Smart Terminal. My Smart Terminal printer is not working. What should I do? Ensure the printer latch is closed and the receipt paper is loaded correctly. Check that your device has the latest version of the Helcim app. Reboot the Helcim Smart Terminal.

Automate your cash flow with Helcim’s robust subscriptions tool. Payment Pages: Create a page that your customers can pay through in minutes, without any code. Next Steps Congratulations on taking your first payment with Helcim! What happens next The transaction will be added to a batch, which will typically settle automatically at the end of the day. Once the batch settles, the funds from your transaction will be deposited directly into your linked bank account, minus any processing fees. More articles To understand deposit timelines for your first batch, visit this article . For recommendations on what to explore next, visit this article . FAQs & Troubleshooting What are the fees associated with taking payments? Helcim offers interchange-plus pricing, which means you pay the wholesale cost of processing the payment plus a small markup. You can learn more about Helcim's pricing here . What if I need to refund or void

Tap to Pay on iPhone offers a convenient and flexible way to accept payments directly on your iPhone. Let's get you started with this easy setup guide. In this article Before you begin Check your eligibility Enable Tap to Pay on iPhone Next steps FAQ Before you begin To prevent accidentally charging your own card with Tap to Pay on iPhone, it's a good idea to remove any cards stored in your phone case. For extra precaution, you can also disable NFC in your iPhone's settings when you're not using the Tap to Pay feature. Check your eligibility Before we get started, let's make sure you have everything you need: A compatible iPhone: You'll need an iPhone XS using iOS 17.0, or any newer model or iOS. The latest version of the Helcim app: Make sure your app is up-to-date to

Ready to start ringing up sales with Tap to Pay on iPhone? This guide will walk you through the steps of processing a transaction, from preparing for the sale to completing the payment. At the moment, Tap to Pay on iPhone with the Helcim POS app is only available for our US merchants. In this article Prepare for the transaction Process the payment Next steps FAQ Prepare for the transaction Open the Helcim POS app on your iPhone. Enter the transaction amount using the number pad, or select Items to choose a saved product to add to the cart. Process the payment Tap Review to open the cart. Add any applicable taxes or discounts. Select the Card icon to choose a payment method. Select Tap to Pay . Instruct the customer to hold their contactless card or device horizontally near the top of your iPhone, over the contactless symbol. Wait for

Variants and Add-Ons Adding a Variant to a Product You can use variants when you want to make a selection required before the customer can checkout. If you want to add optional selections, you can use Product Add-Ons. You can begin adding variants after adding a product or while editing an existing product from your product catalog. To add a variant, start by clicking on Products , then Product List and selecting the product you want to edit.  Select Variants under the Product menu on the left-hand side of your screen. Use the text box to type in the Option Name for your variant so it's easily recognizable, then enter the Option Value for the different choices. For example, the Option Name could be Size, and the Option Value could be Small, Medium, and Large. Once you've entered your information, click on Add to create the

What are International Payments? International payments refer to any payment made by a customer when making a purchase in a different country than their issuing bank. For example, if a US based customer used a US bank issued card when purchasing from a Canadian Merchant, this would be classified as an international payment.  Can I accept International Payments? Yes! Helcim Merchants are able to accept international payments through the Helcim Card Reader, Virtual Terminal and Helcim Payments App. Customers outside the US or Canada can also process transactions with Helcim Merchants, however, they will only be able to purchase in CAD or USD, not their native currency.  International payments often incur additional fees for both merchants and customers. See below to better understand how these fees may be applied. Merchant Fees: Cross Border Fee Merchants will be charged a cross border fee on international payments. This fee is applied by

Keeping your customer database updated makes it easy to stay in touch with customers, send automated notifications, and process transactions quickly. You can access your customer list by clicking on Customer List under Customers in your Helcim account. Adding a Customer Here you will see a list of all the customers currently included in your account. If you want to add a new customer to your account, click on the New Customer button in the top right-hand corner of your screen.  This will open up a new window where you can manually enter the Customer Information and Advanced Options . Customer Code - Will auto-generate, or you can create your own Business Name  - Name of the Business if applicable Contact Name - The Customer's Name Once you're done entering the customer's information you can click on Billing and Shipping to enter additional information. Manually enter the customer's

You can customize the different sections of your Helcim Account so customers can instantly recognize your company brand whenever they interact with you. For a detailed overview of how to use each theme designer, please click on the links below: Using the Receipt Theme Designer Using the Invoice Theme Designer