The Helcim Merchant Platform

Your Helcim Merchant Platform gives you access to the tools you need to run your business.

You can access all of these features after you have logged in the My Account which you can access from this page.

The left hand menu includes the All Tools button in the top corner. Selecting this button will display all of the tools in your account, including the back office tools needed to edit your account settings. To access any of the tools, simply click on the icon for that section. Learn more about navigating your account here.

Account Settings

Clicking on the All Tools and Settings under Merchant Tools will allow you to access the Settings menu for you account. We recommend that you review the different settings options for each section before you begin processing payments or adding product and customer information. 

You can now review the different tools in your account to adjust your settings

For more details on customizing your account settings check out these articles: 

• General Settings
• Setting Up Your Merchant Account
• Using the Helcim Theme Designers
• Security Settings
• Setting Up Email Alerts and Notifications
• Managing Invoice and Merchandise Settings
• Customer Settings

Learn More 

As you familiarize yourself with the different tools in your account, you can find useful descriptions of each field by clicking into or hovering over the field. These descriptions help explain the required information for each field. If you would like additional information, you can reference the related support article for that section.

Overview articles are available for each section to help you get started.

• An Overview of Helcim Payments
• An Overview of Helcim Customer Management
• An Overview of Helcim Invoicing
• An Overview of Helcim Products
• Getting Started with Your Online Store
• Getting started with Recurring Payments