The Helcim Referral Program
    • 19 Mar 2024
    • 2 Minutes to read

    The Helcim Referral Program

    Article summary

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    Earn $125 each time you refer another business! Log in here to start referring today!

    Inviting your friends or family to join Helcim is easy and rewarding with our referral program. For every successful referral you will receive $5,000 of no-fee processing resulting in approximately $125 worth of savings in fees.

    Who is eligible?

    All Helcim merchants who have signed up after June 1, 2020 are eligible to participate in the referral program.

    How to invite your friends?

    Follow these steps to invite your friends to Helcim:

    To get started with a referral, begin by logging into your account

    welcome back

    Once logged in, you can find the Refer option at bottom corner of your screen. You will see an option that says ‘Refer a business’ in purple text.

    Refer a business to Helcim

    After you click on‘Refer a business’, you can send an invite to your friends to join Helcim via email, SMS text, or by copying and sharing your unique referral link.

    To invite via email, you will need to add your friend’s email address and name.

    Help make payments affordable for all

    To invite via SMS, you can toggle over to the SMS option and add their phone number and name.

    Or to make things even easier, you can also use the copy link button to copy and share your unique referral link with your network.

    Once your invitation is sent out, your friend will then get a personalized email or text message inviting them to learn more and sign up.

    You will now be able to see the status of your referrals next time you click into the ‘Refer a business’ section.

    refer a friend section

    When your friend accepts the invite and opens an account with Helcim, the reward will be automatically applied to both of your accounts. Neither of you will be charged any fees on the next $5,000 worth of payments that you process!

    There is no limit to how much you can earn and save through your referrals, each approved referral contributes an additional $5,000 worth of processing to your account. The more you refer, the more you save!

    invites sent

    How to track the status of your referrals?

    Once you’ve invited a friend, you can login to your Helcim dashboard at any time to see their status. Following the instructions above you can click the blue icon in the bottom corner on your dashboard, and select ‘Refer a Friend and Save’.

    Next to each referral you will see one of the three statuses:

    • Sent - Invite has been sent to your friend

    • In-progress - Your friends account is being processed

    • Approved - Your friend has signed up and $5000 of no-fee processing has been applied to your account


    A referral will be considered successful only if your friend signs up using your unique referral link and gets approved by Helcim.

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