By integrating Helcim with other business tools, you can automate tasks, customize your payments, and centralize your business operations. This series of guides covers Helcim's integrations, from plugins that connect to popular platforms like QuickBooks Online, Xero, and WooCommerce, to more code-focused solutions like the Helcim API and HelcimPay.js, which allow for custom integrations and website payments. Explore how Helcim's integrations can optimize your business and save you time. Contents An introduction to Helcim Integrations Plugins Integrate Helcim with QuickBooks Online Integrate Helcim with Xero Integrate Helcim with WooCommerce Code-based solutions What is HelcimPay.js? What is the Helcim API?

Credit card declines can be frustrating for both you and your customers, but they're a normal part of processing payments. The good news is, most declines can be resolved quickly! This guide will help you understand the common reasons why credit card transactions are declined and what steps you can take to get your payments processed smoothly. In this article How credit card declines work Viewing decline reasons in Helcim Common reasons for credit card declines Tips for handling declined transactions Next steps FAQs How credit card declines work When a customer uses their credit card, the transaction goes through several parties, including your payment processor (Helcim), the card network (like Visa or Mastercard), and the customer's bank (the issuing bank). It’s the issuing bank that ultimately approves or declines the transaction. They do this to protect the cardholder from fraud and to ensure there are sufficient

Alright, let's talk shop! Keeping your products organized in your Helcim POS is key to a smooth and speedy checkout. Whether you're adding new items, arranging your inventory, or tweaking product details, we've got you covered. In this article Adding existing products to your POS Creating new products in the POS Organizing and sorting products Adding products to the favorites list Next steps Adding existing products to the Helcim POS Your existing products can be added to the POS in two ways: individually, or in bulk. To add products individually , follow the steps in the ‘Creating new products in the POS’ section below To add products in bulk , you can use the product import feature in your Helcim account. This is a great way to quickly add a large number of products. For more information on adding products in bulk, please visit our article on importing and

account review .

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

Ever wonder about who's logging into your Helcim account and from where? We keep a detailed record of all login activity right in your Helcim Dashboard. This feature allows you to easily keep an eye on who's accessing your account and quickly spot anything unusual, helping you maintain peace of mind about your business's security. In this article What login activity shows How to view your login activity Next steps FAQs What login activity shows Your login activity log provides a clear record of every time someone has accessed your Helcim account. For each login, you'll see: The date and time of the login. The approximate location (city/region) from which the login occurred. The IP address used for the login. The browser or application used (e.g. Chrome, Safari, Helcim POS app). This information helps you confirm that all logins are legitimate and initiated by

The Payment Tools category in the All Tools menu of your Helcim dashboard is your central hub for managing all aspects of taking payments. Let's explore the tools and features available to you. In this article The Payments section Payment tools The Payments section When you select Payments from the All Tools menu, you'll land on a page that provides access to a variety of payment-related functions: Transactions: View a comprehensive list of all your transactions . Credit Card Batches: Review and manage your credit card batches . ACH Bank Batches: Review and manage your bank payment (ACH) batches . Virtual Terminal: This option will take you to the Virtual Terminal , where you can process payments online or over the phone. Payment Requests: Create and send payment requests to your customers. Terminals: Configure your terminal settings , such as auto-settlement times. Receipt Theme Designer : Customize the look and feel of

Ready to start accepting in-person payments? Helcim offers a range of equipment options to suit your business needs. Whether you're looking for a sleek and modern Smart Terminal or a portable Card Reader, we've got you covered. This guide will walk you through the process of ordering Helcim equipment, so you can set up your business to accept payments in person. Tip: If you only plan to accept payments online, you can skip this step and head to our article on processing your first transaction. In this article Choosing the right equipment Ordering your equipment Setting up your point of sale Next steps FAQs Choosing the right equipment Before you place your order, it's helpful to consider which type of equipment best suits your business needs. Tap to Pay on iPhone If you're in the US and want to accept contactless payments without any additional

If you have team members who will be using your Helcim account to process payments, it's important not to share your account password with them. Instead, add them as an employee to your Helcim account. This article will guide you through adding employees and assigning them roles, so everyone on your team can start using Helcim. In this article Adding a new employee Setting up employee logins Understanding system default roles Creating custom roles Setting up employee PINs Next steps FAQs Adding a new employee Adding your employees to your Helcim account allows them to access the system, process transactions, and perform any other actions related to their role. With Helcim, it doesn’t cost you anything to add additional users to your account as employees. Here's how to do it: Go to All Tools > Employees . Click on the New Employee button in the top right-hand corner

End of life The Helcim WHMCS Integration is at the end of its life, please contact the Helcim Support Team to learn about using the billing and subscription management tools included in your Helcim Account. This guide will walk you through the steps to integrate your Helcim account with WHMCS. The WHMCS integration requires the transmission of full card numbers. Accounts sending full card numbers via the Helcim API are subject to enhanced review, and are required to independently meet the obligations of PCI SAQ-D . Please reach out to our Support team at help@helcim.com or 1-877-643-5246 prior to completing your sign up if you are planning to integrate with WHMCS. Learn more about sending full card numbers here . Before getting started you will need the following: Download the Module https://github.com/helcim/whmcs-commerce Pre-requisites WHMCS 7.4 Helcim account with gateway

Ready to set up a temporary hold on a customer's credit card? Creating a pre-authorization with Helcim is a straightforward process, whether you're using the Helcim POS App or the Virtual Terminal . This ensures funds are available for a future charge without actually processing the payment yet. In this article, we'll walk you through the steps to create a pre-authorization using both methods. In this article Create a pre-authorization in the Helcim POS App Create a pre-authorization in the Virtual Terminal View a pre-authorization after it's created Important notes about pre-authorizations Next steps FAQs Create a pre-authorization in the Helcim POS app You can easily process a pre-authorization directly through the Helcim POS app, including on the Helcim Smart Terminal. Mobile version Open the Helcim POS app . In the POS tab, enter the amount you wish to authorize

Your Helcim POS app is designed to adapt to how your business operates, and that includes how you and your team log in! You can customize the login experience right from the app's settings, choosing between quick PIN access, full password security, or even a combination of options for multiple users. This article will show you how to set up your preferred login methods for the Helcim POS app. These settings are only accessible from within the Helcim POS app, not the Helcim Dashboard. In this article Access app login settings Choose your user login type Select your password type Next steps FAQs Access app login settings To get started, you'll need to open your Helcim POS app and navigate to the settings. Open the Helcim POS app on your device of choice (including the Helcim Smart Terminal). Select the More icon in the bottom navigation bar. Tap

A hosted payment page allows you to easily collect online payments from your customers. This guide will walk you through the process of creating one, from accessing the tool to setting up your page and preparing it for customization. By the end of this process, you'll have a functional payment page for selling a product, collecting donations, or receiving invoice payments online. In this article Accessing payment pages Choosing a payment page type Configuring payment page settings Customizing your payment page Saving and sharing your payment page Next steps FAQ Accessing payment pages To get started, you'll need to navigate to the Payment Pages tool within your Helcim account. Click on All Tools in the main navigation menu. Select Payment Pages from the list of tools. Click the New Payment Page button. Choosing a payment page type Helcim offers several pre-designed page types to streamline your setup

The first step to managing your account is understanding its structure. As a Helcim merchant, your business is housed in your Helcim account (also called a business account). Within that main account, you can have one or more merchant accounts , which are specific sub-accounts, each linked to a payment terminal. This guide will walk you through the purpose of each and explain when and how to add new ones. In this article What is a Helcim account? What is a merchant account? When do I need a new Helcim account vs. a new merchant account? How to switch between your Helcim accounts How to view your merchant accounts Next steps FAQs What is a Helcim account? Your Helcim account identifies your business or a single location of your business. It's the main container for your online store, products, and user profiles . Most businesses only need one Helcim account

The Back Office Tools category in the All Tools menu of your Helcim dashboard provides access to tools that help you manage the behind-the-scenes, administrative aspects of your Helcim account. Helcim’s Back Office Tools My Business: Manage your merchant accounts, addresses, banking, and more. Tip: Many of the tools in the Back Office Tools category can also be accessed as side-menu items within the My Business tool, including Equipment, Chargebacks, Bank Deposits, Support Tickets, and Employees. Employees: Add and manage employee user accounts. Bank Deposits: View details of your deposits and withdrawals. Support Tickets: Contact Helcim support for assistance. Equipment: Order hardware for taking in-person payments. Chargebacks: Manage chargeback disputes . App Devices: View and manage devices with the Helcim app installed, and adjust device settings. Next Steps Now that you have a good grasp of the Back Office Tools category, here are some next steps

Curious about how your business is truly performing? Helcim's reporting tools are designed to give you a clear picture of your sales, transactions, and more. We know that understanding your business's financial health is crucial for growth, and our reports make it easy to track your progress and make decisions. This series of articles will walk you through each report, helping you understand what they tell you and how to use that information to your advantage. Contents Accessing and generating reports Sales and revenue reports Products and inventory reports Invoices and tax reports User activity and system log reports

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.

Tap to Pay on iPhone is a game-changing feature that allows you to accept contactless payments directly on your iPhone, without the need for the Helcim Card Reader or Smart Terminal. This guide will provide you with all the information you need to get started and make the most of Tap to Pay on iPhone. At the moment, Tap to Pay on iPhone with the Helcim POS app is only available for our US merchants. Contents What is Tap to Pay on iPhone? Enable Tap to Pay on iPhone Take payments with Tap to Pay on iPhone

Curious about your daily sales trends or the breakdown of your credit card transactions? Helcim's sales and revenue reports provide you with the essential data to understand where your money is coming from, track your performance, and make informed financial decisions. To learn how to access these reports and others, read this article first: Accessing and Generating Reports . This article will guide you through the 'Daily Sales' report , 'Credit Card Summary' report , and 'Credit Card Detailed' report, helping you unlock key insights into your business's financial health. In this article Daily sales report Credit card summary report Credit card detailed report Credit card report filters Next steps FAQs Daily sales report The ‘Daily Sales’ report offers a comprehensive overview of your sales, refunds, and transaction types for a specified period. You can choose between a Summary or Detailed view. Summary report includes: Sales totals Sales by category Invoice

you’re ready to publish your store now, select Publish in the top right corner. Otherwise, select Save to save your progress and return to the Online Checkout dashboard. From here, you’ll have the following options. Add Products: Open the Products tool, where you can add or edit existing products . Products that are set as available for Online Checkout will automatically appear in your online store! Publish Store: Make your store live so you and your customers can view it. View Settings: This is where you can adjust any of the details of your store, including hours, policies, design, and fulfillment methods. Next steps Great job setting up the core of your online store! Now you're ready to make it look just right: Customize your online store . And after that, you'll want to: Add products and publish your online store . FAQs What if I need to