Set up your Helcim Smart Terminal

The Helcim Smart Terminal is designed to be an all-in-one solution for your payment processing needs. This guide will walk you through the initial setup process, from unboxing your new terminal to configuring its basic settings, ensuring you can start accepting payments quickly and easily.

In this article

• Unboxing your Helcim Smart Terminal

• Charging your Helcim Smart Terminal

• Powering on your Helcim Smart Terminal

• Connecting to network and setting time zone

• Initial device setup

• Configuring hardware settings

• Loading receipt paper

• Next steps

• FAQ

Unboxing your Helcim Smart Terminal

When you receive your Helcim Smart Terminal, the box will contain:

• Helcim Smart Terminal: This is the all-in-one device that will process your payments.

• Barrel Charger: Use this cord to connect the Smart Terminal to a wall outlet for charging.

• Charging Cable (USB-C to USB-A): This is a supplementary charging cable you can use for USB charging.

• Receipt paper rolls: Two rolls of receipt paper are included so you can start printing customer receipts right away.

• QR Code: Scan this code to access additional information and support resources for your Smart Terminal.

Charging your Helcim Smart Terminal

Before you begin using your Smart Terminal, it's important to ensure it's fully charged.

1. Use the included barrel charger to connect the Smart Terminal to a wall outlet.

2. Allow approximately 4 hours for the terminal to reach a full charge.

For more convenient charging, consider purchasing the optional charging cradle for Smart Terminal, which keeps your device powered up and ready for transactions.

Powering on your Helcim Smart Terminal

To turn on your Helcim Smart Terminal:

1. Press the power button located on the left-hand side of the device.

2. The terminal will display the "Get Started" screen.

Connecting to network and setting time zone

To ensure your Helcim Smart Terminal can connect to the internet for updates and process transactions, you'll need to connect it to a network and set the time zone:

• Connecting to Wi-Fi or 4G/LTE:

  • When you turn on the Helcim Smart Terminal for the first time, you will be prompted to set up your network connection.

  • Select your preferred Wi-Fi network from the list and enter your network password, then press Connect.

  • If your Smart Terminal is equipped with a 4G/LTE SIM card, give us a call at 1-877-643-5246 to activate it. Read more on using data with your Smart Terminal.

• Setting your time zone:

  • Scroll through the list and select your preferred time zone for the device.

Initial device setup

Now that your Smart Terminal is connected to the internet, you can complete the initial setup:

• Helcim app updates: The Smart Terminal will automatically search for and install the latest version of the Helcim app. This ensures you have access to the most up-to-date features and improvements. After the update is installed, the device will automatically reboot.

• Logging into your Helcim account for the first time: After the device reboots, you'll see a welcome page.

  • Select "Continue" to log in to your Helcim account. You'll need your Helcim account email and password.

  • If you haven't yet signed up for a Helcim account, you can do so at hub.helcim.com/signup/register/ on your computer or mobile device.

For faster login in the future, you can set up a PIN for each user on your team. Click here for instructions on setting up a PIN login.

Configuring hardware settings

The Helcim Smart Terminal has several hardware-specific settings that you can customize:

1. There are two ways to access these settings:

   • When turning on or rebooting the device: On the welcome screen, select "Settings" under "Continue."

   • From within the Helcim POS App: Select the three lines in the bottom right corner, then select "Settings" and choose "Hardware Settings."

2. The following hardware settings are available:

   • Network: Change the Wi-Fi network your Smart Terminal is connected to.

   • Device Info: View device information, firmware version, and model number. You can also reinstall the Helcim app from here. Note that reinstalling the app will not affect any custom settings in your Helcim account.

   • Display: Adjust the screen brightness and configure sleep mode.

   • Time Zone: Change your device's time zone.

   • Support: View contact information for the Helcim support team.

Loading receipt paper

Your Helcim Smart Terminal comes with two rolls of receipt paper. One roll is already installed, but if you need to replace it, follow these steps:

1. To load receipt paper, pull open the paper roll holder using the three raised lines on both sides of the terminal, above the screen.

2. Remove the empty roll and insert a new one.

3. Ensure the thermal-coated side of the paper is facing towards the terminal screen.

4. To print a test receipt, select a transaction from the transaction list. From the action menu (three dots in the top right), select Print receipt.

5. When printing receipts, tear them towards you (the front of the card reader).

Next steps

Now that you've set up your Helcim Smart Terminal, you're ready to start processing payments!