Take a payment with your Helcim Smart Terminal

The Helcim Smart Terminal simplifies your payment process by combining multiple functions into one user-friendly device. This article will guide you through taking payments, from basic transactions to more advanced options, so you can confidently serve your customers.

In this article

• Processing a card payment

• Processing a manual card entry payment

• Processing a payment linked to an invoice

• Managing transactions on the Smart Terminal

• Next steps

• FAQ

Processing a card payment

The most common way to accept payments is with a credit or debit card. Here's how to do it:

1. Enter the total amount of the transaction or select the items being purchased.

2. Select Review, and then Charge

3. The customer can then tap their card or insert it into the chip reader.

4. If required, the customer will enter their PIN.

5. The Smart Terminal will process the payment and provide a confirmation.

Processing a manual card entry payment

Sometimes, a customer might not be able to use their card. In these situations, you can manually enter the card details:

1. After entering the transaction amount, select Review

2. Select the card icon in the bottom-left corner.

3. Select Card Manual Entry, then Charge.

4. Carefully enter the customer's card number, expiry date, and CVV.

5. Enter the customer’s name, billing address, and postal or zip code.

6. Select Charge again.

Processing a payment linked to an invoice

If you've created an invoice for a customer, you can easily process the payment through the Smart Terminal:

1. Select Review to open the cart, then select the option to link a payment to an invoice.

2. Search for the invoice by customer name or invoice number.

3. Select the correct invoice.

4. The transaction amount will automatically populate.

5. Choose the payment method and then Charge to complete the transaction.

Managing transactions on the Helcim Smart Terminal

The Helcim Smart Terminal also provides tools to help you manage your transactions effectively.

Viewing transactions

To keep track of your sales, you can easily view your transaction history on the Smart Terminal.

• Tap Transactions from the bottom menu

• You'll see a list of your recent transactions, with details like date, time, amount, and payment method. You can often filter or search for specific transactions.

Processing refunds or reversals

If you need to refund a customer or reverse a transaction, the Smart Terminal can help you do that.

• Tap Transactions from the bottom menu

• Select a transaction and tap the three dots in the corner

• Select Refund or Void

Linking a customer to a payment

For better record-keeping, you can link a customer to a transaction.

• Tap Review in the POS window to open your cart

• Select Link customer or invoice

• Search a customer by their name, or create a new customer

This will associate the transaction with the customer's profile in your system.

Closing a batch

Closing a batch is an important step in reconciling your daily transactions.

• Tap More from the bottom menu

• Tap Credit card batches or ACH batches

• Select an open batch to close

• Tap the three dots in the corner, then select Settle

For detailed information on batch closing best practices, please refer to our article on manually closing a batch..

Next steps

Congratulations on learning how to take payments with your Helcim Smart Terminal!