# Helcim

> Knowledge base documentation for Helcim.

## v1

- [Your first 7 steps at Helcim: an onboarding guide](https://learn.helcim.com/docs/helcim-onboarding-guide.md)
- [Sign up with Helcim](https://learn.helcim.com/docs/how-to-sign-up-with-helcim.md): Creating a Helcim account is quick and easy, and this guide will walk you through the process step by step so you can start processing payments in no time. Learn how to set up your Helcim account today!
- [Set up taxes for your Helcim account](https://learn.helcim.com/docs/set-up-taxes.md): Learn how to customize your tax settings, edit regional rates, and set up custom labels for accurate tax calculation on Helcim.
- [Order Helcim equipment](https://learn.helcim.com/docs/order-helcim-equipment.md): Accept in-person payments with ease. Learn how to order the right Helcim equipment for your business, including the Smart Terminal, Card Reader, and more.
- [Add employees to your Helcim account](https://learn.helcim.com/docs/add-employees-to-your-helcim-account.md): Learn how to add employees to your Helcim account and assign employee roles, so your team can start taking payments.
- [Take your first payment with Helcim](https://learn.helcim.com/docs/take-your-first-payment.md): Learn how to take your first payment with Helcim, whether in person or online. This guide provides easy-to-follow steps and FAQs to help you get started.
- [After your first payment: explore your Helcim account](https://learn.helcim.com/docs/after-your-first-payment.md): Unlock the full potential of your Helcim account! Learn how to manage customers, explore online payments, integrate with your website, and more.
- [A tour of the Helcim dashboard](https://learn.helcim.com/docs/a-tour-of-the-helcim-dashboard.md): Explore the Helcim Dashboard! Learn to navigate the Home tab, All Tools menu, and customize your settings for efficient business management.
- [Payment tools](https://learn.helcim.com/docs/helcim-payment-tools.md): Your guide to Helcim's Payment Tools. Learn how to navigate to the Payments section, Virtual Terminal, Invoicing, Recurring Payments, Online Checkout, and Payment Pages.
- [Merchant tools](https://learn.helcim.com/docs/helcim-merchant-tools.md): Discover Helcim's Merchant Tools: Manage customers, products, account settings, integrations, and accounting, all in one place.
- [Back office tools](https://learn.helcim.com/docs/helcim-back-office-tools.md): Learn to navigate Helcim's Back Office Tools, including My Business, Employees, Bank Deposits, Support Tickets, Equipment, Chargebacks, and App Devices.
- [What is the Helcim Point of Sale (POS)?](https://learn.helcim.com/docs/what-is-the-helcim-pos.md): Discover Helcim POS: the easy-to-use system for accepting in-person payments, managing products, and growing your business. Get started for free!
- [Download the Helcim POS app](https://learn.helcim.com/docs/download-the-helcim-pos-app.md): Learn how to download the Helcim POS app on your desktop or laptop, tablet, or mobile phone to start taking payments and managing your business.
- [Setting up the Helcim Point of Sale](https://learn.helcim.com/docs/setting-up-the-helcim-pos.md): Learn how to set up the Helcim POS with this easy-to-follow guide. We'll walk you through the essential steps to get your POS ready for transactions.
- [Take a payment with the Helcim POS](https://learn.helcim.com/docs/take-payment-with-helcim-pos.md): Get step-by-step instructions for processing transactions with the Helcim POS, streamlining your sales process, and choosing the right POS view.
- [Split a payment with the Helcim POS](https://learn.helcim.com/docs/split-payment-helcim-pos.md): Learn how to process split payments in the Helcim POS, allowing customers to use multiple payment methods or pay in installments.
- [Add products in the Helcim POS](https://learn.helcim.com/docs/add-products-helcim-pos.md): Learn how to add, organize, and manage your products in the Helcim POS app. Customize your product categories for a streamlined sales experience.
- [Apply discounts in the Helcim POS](https://learn.helcim.com/docs/apply-discounts-helcim-pos.md): Learn how to apply discounts in Helcim POS! This guide covers enabling discounts, adding them to orders or individual items, and removing them when needed.
- [Save orders for later in the Helcim POS](https://learn.helcim.com/docs/save-orders-for-later-helcim-pos.md): Not quite ready for checkout? Learn how to save customer orders in Helcim POS, so they can be retrieved and paid for later.
- [Link customers and invoices to an order](https://learn.helcim.com/docs/link-customers-and-invoices-to-helcim-pos.md): Learn how to link customer profiles and existing invoices to transactions in Helcim POS on desktop and mobile devices.
- [Enable tipping in the Helcim POS app](https://learn.helcim.com/docs/enable-configure-tips.md): Learn how to easily turn on and customize tip options (recommended or custom amounts) in your Helcim POS app for seamless customer tipping.
- [What is the Helcim Smart Terminal?](https://learn.helcim.com/docs/what-is-the-helcim-smart-terminal.md): Learn about the features and benefits of the Helcim Smart Terminal for your business.
- [Set up your Helcim Smart Terminal](https://learn.helcim.com/docs/set-up-your-helcim-smart-terminal.md): A step-by-step guide to unboxing, charging, connecting, and configuring your Helcim Smart Terminal, so you can start taking in-person payments with Helcim.
- [Set up your Helcim Smart Terminal (Gen 1)](https://learn.helcim.com/docs/set-up-your-helcim-smart-terminal-gen-1.md)
- [Take a payment with your Helcim Smart Terminal](https://learn.helcim.com/docs/take-a-payment-with-your-helcim-smart-terminal.md): Learn how to process various types of transactions on your Helcim Smart Terminal efficiently and accurately, ensuring a smooth checkout experience.
- [Load receipt paper in your Helcim Smart Terminal](https://learn.helcim.com/docs/receipt-paper-for-helcim-smart-terminal.md): Learn how to quickly load receipt paper into your Helcim Smart Terminal (both 1st and 2nd Gen models) and find the right paper specs.
- [Connect the Smart Terminal to your desktop app](https://learn.helcim.com/docs/connect-smart-terminal-to-desktop.md): Learn how to pair your Helcim Smart Terminal with the Helcim Workstation App on your desktop to create a fully integrated countertop POS system.
- [Connect the Smart Terminal to a third-party POS](https://learn.helcim.com/docs/using-the-helcim-smart-terminal-api.md): Learn how to connect your Helcim Smart Terminal to a custom or third-party POS system using the Smart Terminal API.
- [About the Helcim Card Reader (3rd Generation)](https://learn.helcim.com/docs/about-the-card-reader-gen-3.md)
- [Set up the Helcim Card Reader (3rd Generation)](https://learn.helcim.com/docs/set-up-the-card-reader-gen-3.md): Follow our step-by-step guide to connect your 3rd Generation Helcim Card Reader to Wi-Fi and pair it with the Helcim Workstation app.
- [Accept payments with the Card Reader (3rd Generation)](https://learn.helcim.com/docs/accept-payments-card-reader-gen-3.md): Learn how to process transactions and use In-Person Fee Saver with your 3rd Generation Helcim Card Reader and the Helcim Workstation app.
- [Troubleshoot the Helcim Card Reader (3rd Generation)](https://learn.helcim.com/docs/troubleshoot-card-reader-gen-3.md): Fix common issues with the 3rd generation Helcim Card Reader, including connection drops, "purple mountain" screens, and card read errors.
- [About the Helcim Card Reader (2nd Generation)](https://learn.helcim.com/docs/about-the-card-reader-gen-2.md): Learn about the 2nd Generation Helcim Card Reader, featuring a physical keypad, Bluetooth connectivity, and a portable design.
- [Connect your Helcim Card Reader (2nd Generation)](https://learn.helcim.com/docs/connect-your-card-reader-gen-2.md): Learn how to connect your 2nd Generation Helcim Card Reader to your smartphone, tablet, or computer using Bluetooth or USB.
- [Accept payments with the Helcim Card Reader (2nd Generation)](https://learn.helcim.com/docs/accept-payments-card-reader-gen-2.md): Learn how to process sales, handle tips, and guide customers through payments using the 2nd Generation Helcim Card Reader.
- [Troubleshoot the Helcim Card Reader (2nd Generation)](https://learn.helcim.com/docs/troubleshoot-card-reader-gen-2.md): Fix common errors for the 2nd Generation Helcim Card Reader, including Alert Irruption, Keypad Test, and Bluetooth connection issues.
- [Connecting the Gen 1 Card Reader - Workstation](https://learn.helcim.com/docs/syncing-a-device-workstation-1.md): Now you can connect your Helcim Payments app with the Helcim Card Reader. To get started, click on Connect.
- [Connecting the Gen 1 Card Reader - Tablet](https://learn.helcim.com/docs/syncing-a-device-tablet.md): Once you have downloaded the Helcim Payments app to your Apple or Android Device, you are ready to configure your device and set up your Helcim Card Reader.
- [Connecting the Gen 1 Card Reader - Mobile](https://learn.helcim.com/docs/syncing-a-device-mobile.md): You can use the Helcim Payments app and the Helcim Card Reader on your mobile device by downloading the app on your smartphone.
- [Adjusting Screen Brightness](https://learn.helcim.com/docs/adjusting-screen-brightness.md): Follow these steps to adjust the brightness of the screen on your 1st Generation Helcim Card Reader.
- [How to troubleshoot the Helcim Card Reader (1st Gen)](https://learn.helcim.com/docs/gen-1-card-reader-troubleshooting.md): Having trouble with your 1st Gen Helcim Card Reader? Follow our step-by-step guide to fix connection issues and get back to processing payments.
- [What is Tap to Pay on iPhone?](https://learn.helcim.com/docs/what-is-tap-to-pay-on-iphone.md): Turn your iPhone into a powerful payment tool with Helcim's Tap to Pay. Learn about its features, benefits, costs, and how to get started.
- [Enable Tap to Pay on iPhone](https://learn.helcim.com/docs/enable-tap-to-pay-on-iphone.md): Enable Tap to Pay on iPhone and start accepting contactless payments! Follow these steps to set up the feature with your Helcim account.
- [Take Payments with Tap to Pay on iPhone](https://learn.helcim.com/docs/take-payments-with-tap-to-pay-on-iphone.md): Accept payments on your iPhone with Helcim's Tap to Pay! This guide provides step-by-step instructions for processing transactions.
- [View your payment devices](https://learn.helcim.com/docs/view-payment-devices.md): Easily keep track of all the phones, tablets, and Smart Terminals you use for payments with your Helcim POS app. View device status, nicknames, and more.
- [Share settings across your payment devices](https://learn.helcim.com/docs/standardize-device-settings.md): Save time and ensure consistency by creating custom settings profiles for your payment devices, perfect for businesses with multiple devices or employees.
- [Activate mobile data with your Card Reader or Smart Terminal](https://learn.helcim.com/docs/mobile-data-plan-for-helcim-hardware.md): Get 4G/LTE for your Helcim Smart Terminal. This guide covers the benefits, setup instructions, and costs of the Helcim mobile data plan.
- [How to conserve mobile data on your Smart Terminal](https://learn.helcim.com/docs/smart-terminal-data-conservation-guide.md): Understand your Helcim Mobile Data Plan limits and how to reduce high data usage, prevent service interruptions, and ensure smooth payment processing.
- [Using a Barcode Scanner with the Helcim App](https://learn.helcim.com/docs/using-a-barcode-scanner-with-helcim.md)
- [Customizing Your Barcode Scanner Settings](https://learn.helcim.com/docs/customize-your-barcode-scanner-settings.md)
- [Connecting a Printer to Your Helcim Account](https://learn.helcim.com/docs/connecting-a-printer-to-your-helcim-account.md): To purchase a printer you can view the available options under My Business, Equipment, and Order New Equipment in your Helcim account.
- [Overview of the ZJ-5809 Lightweight Thermal Printer](https://learn.helcim.com/docs/overview-of-the-zj-5809-lightweight-thermal-printer.md): Works for: Helcim Payments app users on desktop and mobile users for supported Windows, macOS, Android, and iOS.
- [Installing the ZJ-5809 Lightweight Thermal Printer](https://learn.helcim.com/docs/installing-the-zj-5809-lightweight-thermal-printer.md): Follow the setup instructions below to connect the Helcim Payments app with the ZJ-5809 Lightweight Thermal Printer.
- [Overview of the Star Micronics TSP143IIILAN](https://learn.helcim.com/docs/overview-of-the-star-micronics-tsp143iiilan.md): Overview of Star Micronics TSP143IIILAN (v2) Works for: Helcim Payments app iOS or Android Tablet or Mobile Device Users and desktop app users.
- [Overview of the Bluetooth Star Micronics TSP143IIIBi](https://learn.helcim.com/docs/overview-of-the-bluetooth-star-micronics-tsp143iiibi.md): This printer is not compatible with users accessing their Helcim account through a web browser or on a desktop or laptop computer for Windows or macOS.
- [How to Add a Printer and Cash Drawer](https://learn.helcim.com/docs/adding-a-printer-and-cash-drawer.md): You can add a printer and a cash drawer to the Helcim Payments app to complete your Point-of-Sale setup.
- [What is the Helcim Virtual Terminal?](https://learn.helcim.com/docs/what-is-the-helcim-virtual-terminal.md): The Helcim Virtual Terminal simplifies online payments. This guide covers its benefits, who it's for, key features, and how to get started.
- [Accessing the Virtual Terminal](https://learn.helcim.com/docs/accessing-the-virtual-terminal.md): Learn how to access Helcim's Virtual Terminal. This guide covers accessing it through the All Tools menu, customer profiles, and invoices.
- [Taking a payment with the Virtual Terminal](https://learn.helcim.com/docs/taking-a-payment-with-the-virtual-terminal.md): Ready to get paid? This article walks you through taking payments with the Helcim Virtual Terminal. Process credit cards and ACH bank payments with ease.
- [Payment options for the Helcim Virtual Terminal](https://learn.helcim.com/docs/helcim-virtual-terminal-payment-options.md): Understand your payment choices in the Helcim Virtual Terminal. This guide covers credit card options, ACH payments, and how to process partial payments.
- [What are Helcim Payment Requests?](https://learn.helcim.com/docs/what-are-payment-requests.md): Learn about Helcim Payment Requests, a fast way to get paid. Find out what they are, their key benefits, and where to access them in Helcim.
- [Create and send Payment Requests](https://learn.helcim.com/docs/create-and-send-payment-requests.md): Follow our guide to creating and sending a Payment Request via email, text, or link. Learn the steps from your Helcim dashboard or POS app.
- [View and manage Payment Requests](https://learn.helcim.com/docs/view-and-manage-payment-requests.md): Learn how to view the status of your sent Helcim Payment Requests and manage them by cancelling or resending directly from your account.
- [What is Helcim Invoicing?](https://learn.helcim.com/docs/what-is-helcim-invoicing.md): Simplify invoicing with Helcim Invoicing. This free tool lets you create invoices, accept payments, automate reminders, and manage invoices on the go.
- [Customize your invoices](https://learn.helcim.com/docs/customize-your-helcim-invoice.md): Make Helcim invoices reflect your brand. Guide to customizing logo, colors, fonts, fields & settings using the Invoice Theme Designer.
- [Create an invoice](https://learn.helcim.com/docs/create-a-helcim-invoice.md): Walk through creating your first invoice with Helcim Invoicing. We'll show you how to fill in the invoice, add items, calculate taxes, apply discounts, and save.
- [Send out an invoice for payment](https://learn.helcim.com/docs/process-a-payment-with-helcim-invoices.md): Learn how customers can pay invoices through Helcim. This article covers sending payment links via email, manual payment processing, and requesting deposits.
- [Manage due invoices](https://learn.helcim.com/docs/manage-due-invoices.md): Effectively manage your due invoices using Helcim Invoicing. Learn how to track due dates, send payment reminders to customers, and streamline payment collection.
- [Setting up recurring invoices](https://learn.helcim.com/docs/setting-up-recurring-invoices.md): Simplify recurring billing with Helcim Invoicing. Learn how to create and manage recurring invoices, automate payments, and ensure consistent cash flow for your business.
- [Types of invoices](https://learn.helcim.com/docs/types-of-invoices-you-can-create.md): Helcim Invoicing allows you to create many different types of invoices/orders depending on your business needs.
- [Track and manage orders](https://learn.helcim.com/docs/track-and-manage-orders.md): Learn how to use the order manager in the Helcim Invoicing tool to keep track of your online orders and invoices.
- [How to Import or Export Invoices](https://learn.helcim.com/docs/how-to-import-or-export-invoices.md): You can use the Import/Export option under invoicing to move invoice details in bulk either into or out of your Helcim account.
- [View invoice transactions](https://learn.helcim.com/docs/view-invoice-transactions-notes.md): Discover how to access transaction details for paid invoices and add internal or public notes within your Helcim account.
- [What are Helcim Payment Pages?](https://learn.helcim.com/docs/what-are-helcim-payment-pages.md): Discover how Helcim Payment Pages simplify online payments for your business. Learn about their features, benefits, and various use cases.
- [Create a Payment Page](https://learn.helcim.com/docs/create-a-payment-page.md): Follow this step-by-step guide to create your first Helcim Payment Page. Choose a page type, configure settings, and customize the design.
- [Customize your payment page](https://learn.helcim.com/docs/customize-your-payment-page.md): Learn how to personalize your Helcim Payment Pages to match your brand and collect the specific information you need from customers.
- [Accept payment through a payment page](https://learn.helcim.com/docs/get-paid-through-payment-pages.md): Find out how to process online payments with Helcim Payment Pages. This article explains the payment process step-by-step, so you know what to expect.
- [Manage your payment pages](https://learn.helcim.com/docs/manage-your-payment-pages.md): Need to make changes to your payment pages? This guide shows you how to edit, delete, and duplicate your Helcim Payment Pages.
- [Add a payment page to your website](https://learn.helcim.com/docs/add-a-payment-page-to-your-website.md): Add Helcim Payment Pages directly into your website and explore advanced integration options for developers.
- [Using Approval Send POST with Payment Pages](https://learn.helcim.com/docs/using-approval-send-post.md): Learn how to use Approval Send POST to automatically update your systems after a transaction on your Helcim Payment Page.
- [What are Helcim Recurring Payments?](https://learn.helcim.com/docs/what-are-helcim-recurring-payments.md): Learn about Helcim's Recurring Payments, its benefits, and key features for automating subscription billing.
- [Create a recurring payment plan](https://learn.helcim.com/docs/create-a-recurring-payment-plan.md): Learn how to set up recurring payment plans with Helcim. This guide covers creating plans, setting billing schedules, and configuring payment options.
- [Add subscribers to a recurring plan](https://learn.helcim.com/docs/add-subscribers-to-a-recurring-plan.md): Learn how to add new subscribers to your recurring payment plans and make basic changes to their subscriptions.
- [Send custom payment links for recurring payments](https://learn.helcim.com/docs/send-custom-payment-links-for-recurring-payments.md): A guide to creating and customizing Payment Links for customer self-subscription to recurring plans.
- [Add-ons or one-time charges for subscriptions](https://learn.helcim.com/docs/add-ons-for-subscriptions.md): Learn how to create add-ons, linking them to your recurring payment plans, and adding them to specific subscribers.
- [Edit, pause, or cancel recurring payment plans](https://learn.helcim.com/docs/manage-recurring-payment-plans.md): Learn how to view, edit, and manage your recurring payment plans and subscriptions in the Helcim Recurring tool.
- [Managing failed recurring payments](https://learn.helcim.com/docs/managing-failed-recurring-payments.md): Learn how to handle failed payments in Helcim Recurring, including retrying payments and updating customer payment information.
- [An introduction to Helcim Integrations](https://learn.helcim.com/docs/introduction-to-helcim-integrations.md): Learn how to integrate Helcim with some of your favorite business tools. Streamline your workflow and accept payments seamlessly.
- [Setting up the QuickBooks Online direct integration](https://learn.helcim.com/docs/integrate-helcim-with-quickbooks-online.md): Integrate Helcim with QuickBooks Online and streamline your bookkeeping. This guide provides step-by-step instructions on connecting the two platforms.
- [Automate invoice payments with QuickBooks Online](https://learn.helcim.com/docs/qbo-auto-collect.md): Learn how to set up Helcim's Auto-Collect feature for QuickBooks Online to automate invoice payments, reduce manual tasks, and improve your cash flow.
- [Accept QuickBooks Online transactions using the Helcim payment extension](https://learn.helcim.com/docs/qbo-payment-extension.md)
- [An introduction to the Helcim Xero Integration](https://learn.helcim.com/docs/intro-to-helcim-xero-integration.md): Streamline your payments on your Xero invoices. Learn how the Helcim Xero integration works, its key benefits, and how to get started.
- [Setting up the Helcim to Xero Integration](https://learn.helcim.com/docs/connect-helcim-to-xero.md): Set up the Helcim Xero integration. Follow our step-by-step guide to connect your accounts and configure the settings.
- [Using the Helcim Xero plug-in for payments](https://learn.helcim.com/docs/xero-integration-payments.md): Learn how the Helcim Xero integration can help you process payments, reconcile payouts, or manage refunds, and how to use it with Helcim’s payment tools.
- [Automate invoice payments with Xero Auto-Collect](https://learn.helcim.com/docs/xero-auto-collect.md): Automate your Xero invoices with Helcim Auto-Collect. Learn how to set up and customize automatic payments for your customers.
- [Troubleshooting the Helcim Xero Integration](https://learn.helcim.com/docs/xero-integration-troubleshooting.md): Solve common problems with the Helcim Xero integration. Find solutions for connection errors, payment issues, and other troubleshooting tips.
- [Disconnecting the Helcim Xero Integration](https://learn.helcim.com/docs/xero-integration-disconnect.md): Learn how to disconnect the Helcim Xero integration from your Helcim Accounting Center, and understand the implications of disconnection.
- [An introduction to Helcim’s WooCommerce Plugin](https://learn.helcim.com/docs/intro-to-helcim-woocommerce-plugin.md): Learn how Helcim's WooCommerce plugin simplifies payment processing for your online store. Get details on installation, testing, and FAQs.
- [Setting up the Helcim WooCommerce plugin](https://learn.helcim.com/docs/woocommerce-plugin-setup.md): Learn how to set up the Helcim payments plugin for WooCommerce. Follow our step-by-step guide to configure your plugin.
- [Troubleshooting your Helcim WooCommerce plugin](https://learn.helcim.com/docs/woocommerce-plugin-troubleshooting.md): Having trouble with your Helcim WooCommerce integration? Find solutions to common issues and learn how to resolve errors.
- [Managing WooCommerce transactions with Helcim](https://learn.helcim.com/docs/woocommerce-transactions.md): Learn how to refund transactions in WooCommerce and set up multi-currency processing with the Helcim Commerce plugin.
- [What is HelcimPay.js?](https://learn.helcim.com/docs/what-is-helcimpay-js.md): Discover how HelcimPay.js simplifies custom payment integrations. Offer a seamless checkout experience while reducing PCI compliance hassles.
- [What is the Helcim API?](https://learn.helcim.com/docs/understanding-helcim-api.md): Discover the Helcim API: what it is, what it allows you to do, and how to integrate it with your business. Simplify payments and automate your workflow.
- [Accounting Process for Net Billing in QuickBooks](https://learn.helcim.com/docs/accounting-process-for-net-billing-in-quickbooks.md): If you are using QuickBooks for your accounting, creating a clearing account in QuickBooks can help you reconcile your net billing deposits.
- [Great Exposure Integration](https://learn.helcim.com/docs/great-exposure-integration.md): For information on setting up, testing, and troubleshooting the integration, please reach out to Great Exposure.
- [Foxy.io Integration](https://learn.helcim.com/docs/foxyio-integration.md): For information on setting up, testing, and troubleshooting the integration, please refer to their website at https://wiki.foxycart.com/gateways/helcim
- [WHMCS](https://learn.helcim.com/docs/whmcs.md): 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 manager.
- [ECWID Integration](https://learn.helcim.com/docs/ecwid-integration.md): This guide will walk you through the steps to integrate your Helcim Payment Page into your Ecwid shopping cart.
- [ECWID Payment Configuration](https://learn.helcim.com/docs/ecwid-payment-configuration.md): The Helcim ECWID Integration is no longer supported or updated, if you are currently using the ECWID Integration please contact the Helcim Support Team.
- [What is Helcim Online Checkout?](https://learn.helcim.com/docs/what-is-helcim-online-checkout.md): Discover Helcim Online Checkout. Create your online store in minutes with powerful tools, easy customization, and no extra monthly fees.
- [Set up an online store with Helcim Online Checkout](https://learn.helcim.com/docs/setup-helcim-online-checkout.md): A step-by-step guide to setting up your Helcim Online Checkout. Add business details, policies, and checkout options to start selling online.
- [Customize your online store with Helcim Online Checkout](https://learn.helcim.com/docs/customize-online-store-design.md): Learn to customize your Helcim Online Checkout store. Add your logo, brand colors, banners, and social media links to reflect your brand.
- [Add products and publish your store with Helcim Online Checkout](https://learn.helcim.com/docs/add-products-publish-online-store.md): Learn to add products to your Helcim Online Checkout store and publish it to start selling. Manage your online inventory and go live!
- [Change your online store settings](https://learn.helcim.com/docs/adjust-online-store-settings.md): Learn how to adjust your Helcim Online Checkout settings. Update business info, fulfillment options like shipping or pick-up, and customer access.
- [Edit your store policies](https://learn.helcim.com/docs/edit-store-policies.md): Learn how to find and edit your return, shipping, and privacy policies for your Helcim Online Checkout store after the initial setup.
- [Manage your shipping regions](https://learn.helcim.com/docs/manage-shipping-regions.md): Learn how to create, edit, and delete shipping regions and rates for your Helcim Online Checkout store. Set up price-based or weight-based shipping.
- [What is Helcim Fee Saver?](https://learn.helcim.com/docs/what-is-helcim-fee-saver.md): Learn how Helcim Fee Saver lets you pass on credit card processing fees to customers, reducing your costs for in-person and online sales.
- [How to enable Helcim Fee Saver](https://learn.helcim.com/docs/enable-helcim-fee-saver.md): Learn how to easily enable Helcim Fee Saver in your account settings, on your Smart Terminal, invoices, payment requests, and payment pages.
- [Explaining Fee Saver](https://learn.helcim.com/docs/explaining-fee-saver.md): Learn how to clearly and effectively communicate the Helcim Fee Saver to your customers, manage expectations, and address potential questions.
- [Understanding Helcim's ACH payments](https://learn.helcim.com/docs/understanding-helcim-ach-payments.md): Learn about Helcim ACH bank payments: what they are, key differences from credit cards, the benefits for your business, and how fees work.
- [ACH for US vs. Canadian merchants](https://learn.helcim.com/docs/ach-us-canada-rules.md): Key differences between US ACH and Canadian EFT/PAD bank payments for Helcim users. Understand terminology like ACH vs PAD agreement and compliance rules.
- [Enable and use ACH payments](https://learn.helcim.com/docs/enable-use-ach-payments.md): Step-by-step guide to enabling ACH bank payments in Helcim account settings and using them with Invoicing, Subscriptions, Virtual Terminal, and more.
- [Adjust your ACH batch settlements](https://learn.helcim.com/docs/ach-batch-settlement-settings.md): Learn about Helcim ACH deposit times (3-4 days), how ACH batches differ from cards, and how to adjust your ACH batch close frequency in settings.
- [View ACH transactions and batches](https://learn.helcim.com/docs/view-ach-transactions-batches.md): Learn to view your Helcim ACH payment transactions and batch details. Understand ACH statuses like Pending, Approved, Settled, and Returned.
- [Enabling HSA / FSA payments](https://learn.helcim.com/docs/enabling-hsa-fsa-payments.md): Learn how to enable HSA/FSA payments on your Helcim account and understand the compliance requirements for processing these types of cards.
- [Set up your bank deposits](https://learn.helcim.com/docs/set-up-bank-deposits.md): Ensure your business is set up for success with Helcim by seamlessly linking your bank account for fast and secure deposits. Learn how to connect your account and start receiving payments today!
- [How long does funding take?](https://learn.helcim.com/docs/bank-deposit-timelines-helcim.md): Learn about Helcim's deposit timelines for credit card and ACH transactions, factors affecting deposit speed, and Faster Deposits for US merchants.
- [How gross and net deposits work at Helcim](https://learn.helcim.com/docs/how-deposits-work-helcim.md): Learn the difference between net and gross deposits, see which Helcim uses by default, and find out how to choose the best option for your business.
- [How to monitor your deposits](https://learn.helcim.com/docs/monitor-bank-deposits.md): Learn how to track your deposit statuses and understand deposit information in your Helcim account.
- [Update your linked bank accounts](https://learn.helcim.com/docs/update-linked-bank-accounts.md): Keep your Helcim account up-to-date. Learn to easily add bank accounts, manage defaults, and handle multiple accounts for smooth payments and deposits.
- [Understanding batches and settlements](https://learn.helcim.com/docs/understanding-batches-and-settlements.md): Learn how payment batches and settlements work, and how they move money from your customer's card to your bank account.
- [View your batches](https://learn.helcim.com/docs/view-your-batches.md): Learn how to view your credit card and ACH batches both in your Helcim account and the Helcim POS app.
- [Adjust your auto-settlement settings](https://learn.helcim.com/docs/adjust-your-auto-settlement-settings.md): Learn how to adjust your auto-settlement time in your Helcim account and understand the importance of this setting.
- [Manually settle (or close) a batch](https://learn.helcim.com/docs/manually-settle-a-batch.md): Learn how to manually settle your credit card and ACH batches in your Helcim account and the Helcim POS app.
- [View your transaction history](https://learn.helcim.com/docs/view-transaction-history.md): Learn how to review and manage your transactions in your Helcim online account and Helcim POS app. Filter, export, and more.
- [Customize and filter your transaction view](https://learn.helcim.com/docs/customize-filter-transactions.md): Learn how to customize columns, search, and use advanced filters to refine your transaction view in your Helcim account.
- [Export your transaction data](https://learn.helcim.com/docs/export-transaction-data.md): Learn how to export your Helcim transaction data to a CSV file or QuickBooks Desktop for easy record-keeping and reconciliation.
- [Send and print receipts](https://learn.helcim.com/docs/send-and-print-receipts.md): Learn how to download, view, send, and print transaction receipts from your Helcim dashboard or POS app, and immediately after a sale.
- [Configure receipt settings](https://learn.helcim.com/docs/configure-receipt-settings.md): Learn how to download, view, send, and print transaction receipts from your Helcim dashboard or POS app, and immediately after a sale.
- [Design your receipts](https://learn.helcim.com/docs/design-receipts.md): Learn how to customize your receipts in your Helcim account. This guide shows you how to use the Receipt Theme Designer to add your logo, custom messages, and choose brand colors.
- [Refunds vs. voids: What are they for?](https://learn.helcim.com/docs/what-are-refunds-voids.md): Learn the difference between refunds and voids in Helcim. Understand when to use each to correct transactions or handle returns.
- [Refund or void a card transaction](https://learn.helcim.com/docs/refunding-voiding-card-transactions.md): A step-by-step guide to refunding and voiding card transactions in Helcim. We cover the different steps between the Helcim dashboard and the POS app.
- [Refund or void an ACH payment](https://learn.helcim.com/docs/refunding-voiding-ach-payments.md): Learn how to refund or void ACH bank payments in your Helcim account. Understand the specifics of how bank transaction refunds work.
- [Refunds to canceled or expired cards](https://learn.helcim.com/docs/refunds-canceled-expired-cards.md): What happens when you refund a canceled or expired card? This guide explains potential outcomes and how to manage customer expectations.
- [What are credit card pre-authorizations?](https://learn.helcim.com/docs/what-are-credit-card-pre-authorizations.md): Learn what a credit card pre-authorization is, why businesses use them, and what it means to capture a preauthorization.
- [Create a credit card pre-authorization](https://learn.helcim.com/docs/create-credit-card-pre-authorizations.md): Learn how to quickly and easily create a credit card pre-authorization using Helcim POS or the Virtual Terminal.
- [Capture a credit card pre-authorization](https://learn.helcim.com/docs/capture-credit-card-pre-authorizations.md): Learn how to capture a credit card pre-authorization in the Helcim POS app or your Helcim Account, including partial and bulk captures.
- [Change the formatting for your customer IDs](https://learn.helcim.com/docs/organize-customer-codes.md): Learn how Helcim uses Customer Codes for organization and how to customize the automatic format (prefix, number) in your account settings.
- [Add, edit, and merge customer profiles](https://learn.helcim.com/docs/add-edit-merge-customers.md): Step-by-step instructions for creating new customer profiles, updating existing information, deleting, and merging duplicates in your Helcim account.
- [Manage customer credit cards (in your Card Vault)](https://learn.helcim.com/docs/manage-customer-cards-vault.md): Learn how to add, delete, and manage customer credit cards securely using Helcim's Card Vault. Includes updating expired cards for faster payments.
- [Manage customer bank accounts (for ACH/PAD)](https://learn.helcim.com/docs/manage-customer-bank-accounts.md): Add, edit, delete, and request verification for customer bank accounts for ACH (US) or PAD (Canada) direct debit payments through Helcim.
- [How to use the Customer Portal](https://learn.helcim.com/docs/using-customer-portal.md): Enable and configure the secure Customer Portal for your clients to manage their info, view history, pay invoices, and update payment methods.
- [View customer history and notes](https://learn.helcim.com/docs/view-customer-history-notes.md): Learn how to access and review a customer's transaction history, past invoices, subscriptions, and internal notes within their Helcim profile.
- [Import and export customer data](https://learn.helcim.com/docs/import-export-customer-data.md): Save time when adding customers to your Helcim account by importing or exporting customer profiles using CSV or QuickBooks files.
- [Migrate customer credit card data](https://learn.helcim.com/docs/migrate-credit-card-data.md): Learn to safely import customer credit card data to Helcim or export it. Step-by-step guidance for secure data migration.
- [Add and edit products](https://learn.helcim.com/docs/add-edit-products.md): Step-by-step instructions for adding physical goods to your Helcim Products catalogue, including details, pricing, inventory, and images.
- [Add and edit services](https://learn.helcim.com/docs/add-edit-services.md): Learn how to add your business's services to your Helcim catalogue, including setting descriptions, categories, pricing, and images.
- [Import products and services](https://learn.helcim.com/docs/import-products-services.md): Learn how to bulk add or update products and services in Helcim using the CSV or XLSX product import tool for efficient catalogue setup.
- [Organize products and services (with categories, brands, and collections)](https://learn.helcim.com/docs/organize-products-services.md): Use categories, brands, and collections in Helcim to effectively organize your products and services for easier management and sales.
- [Create variants and add-ons for products](https://learn.helcim.com/docs/create-variants-add-ons.md): Expand your product offerings! Set up product variants like size or colour, and optional add-ons for your items in the Helcim catalogue.
- [Viewing and updating your inventory](https://learn.helcim.com/docs/configure-manage-inventory.md): A step-by-step guide to managing your stock in Helcim. Learn how to check stock levels, edit single items, and perform bulk updates via CSV import.
- [Configure inventory settings](https://learn.helcim.com/docs/configuring-inventory-settings.md): Learn how to set up your Helcim inventory settings. Control automatic stock updates for each sales channel, allow back orders, and set low-stock alerts.
- [Advanced pricing options for products](https://learn.helcim.com/docs/advanced-pricing-options.md): Offer special pricing like wholesale, quantity-based discounts, or BOGO promotions for your products using Helcim's advanced pricing features.
- [Create a discount code](https://learn.helcim.com/docs/create-a-discount-code.md): Learn step-by-step how to create and customize discount codes for promotions, offering percentage, amount, or free shipping discounts to your customers.
- [Using Helcim's referral program](https://learn.helcim.com/docs/the-helcim-referral-program.md): Learn how Helcim's referral program works. Find out who is eligible, how to share your referral link, and how to track your referrals.
- [Log in to your Helcim account](https://learn.helcim.com/docs/log-in-helcim-account.md): Learn how to quickly and securely log in to your Helcim account through a web browser or the Helcim POS app, including tips for new devices and security.
- [Update your Helcim account password](https://learn.helcim.com/docs/update-helcim-password.md): Learn how to update your password in the Helcim Dashboard, what to do if you forget it, and important password security requirements.
- [Set up and manage your Helcim app PIN](https://learn.helcim.com/docs/manage-helcim-app-pin.md): Learn how to create a quick PIN for your Helcim POS app, how to change it, and what to do if you forget your PIN for seamless login.
- [Update your Helcim account email address](https://learn.helcim.com/docs/update-helcim-email-address.md): Learn how to update the email address associated with your Helcim account and the importance of email verification for security.
- [Use Google Sign-In for your Helcim account](https://learn.helcim.com/docs/google-sign-in-helcim-account.md): Discover the benefits of using Google Sign-In for your Helcim Dashboard, including simplified access and enhanced security from a trusted industry leader.
- [Enable two-factor authentication (2FA)](https://learn.helcim.com/docs/enable-two-factor-authentication.md): Strengthen your Helcim account security by learning how to enable two-factor authentication (2FA) using SMS or an authenticator app.
- [View your Helcim account login activity](https://learn.helcim.com/docs/view-helcim-login-activity.md): Learn how to view and review your Helcim account login activity, including dates, locations, and devices used, to monitor your account's security.
- [Configure your Helcim app login settings](https://learn.helcim.com/docs/configure-pos-app-login-settings.md): Learn how to adjust user login types and password options (PIN, password, 2FA) for your Helcim POS app to best suit your business needs.
- [Understanding your Helcim account (and ‘merchant accounts’)](https://learn.helcim.com/docs/about-merchant-accounts.md): Learn the key difference between your overall Helcim business account and the merchant accounts tied to your terminals.
- [Manage your user profile](https://learn.helcim.com/docs/managing-user-profile.md): Learn how to manage your Helcim user profile, what to do if your profile is disabled or locked, and the difference between a user and a merchant account.
- [Manage your terminals](https://learn.helcim.com/docs/managing-terminals.md): Learn what a Helcim terminal is, why your business might need more than one, and how to add, manage, and switch between them for processing.
- [Manage your business addresses](https://learn.helcim.com/docs/managing-addresses.md): Learn the difference between your personal, legal, invoice, and receipt addresses and find step-by-step guides for updating them in your Helcim account.
- [Close your Helcim account](https://learn.helcim.com/docs/account-closure.md): Learn about the process for voluntary account closure and what happens if an account is closed due to long-term inactivity. Find out how to get help.
- [Reactivate your inactive Helcim account](https://learn.helcim.com/docs/reactivate-inactive-account.md): Account deactivated for inactivity? No problem. Learn how to securely reactivate your account yourself using our two-factor authentication process.
- [Choosing employee roles and permissions](https://learn.helcim.com/docs/default-employee-roles-permissions.md): Explore Helcim's default employee roles (Administrator, Manager, etc.) and their specific permissions to manage your team's access effectively.
- [Create custom employee roles](https://learn.helcim.com/docs/creating-custom-employee-roles.md): Learn to create custom employee roles in Helcim, understand each permission, and tailor access for your team's specific needs.
- [Remove employees from your Helcim account](https://learn.helcim.com/docs/removing-employee-from-account.md): Learn how to deactivate or delete an employee from your Helcim account when they leave your business or no longer need access.
- [How taxes work with Helcim](https://learn.helcim.com/docs/how-taxes-work-with-helcim.md)
- [Applying taxes during checkout](https://learn.helcim.com/docs/applying-taxes-during-checkout.md): Learn how to apply taxes across all Helcim payment tools, including POS, Invoicing, Recurring plans, and Online Checkout.
- [Creating tax exemptions](https://learn.helcim.com/docs/creating-tax-exemptions.md): Learn how to set up tax-exempt customers and products in Helcim for non-profits, resellers, and non-taxable goods.
- [Viewing and exporting tax reports](https://learn.helcim.com/docs/viewing-and-exporting-tax-reports.md): Learn how to access your tax summaries, export invoice-level tax data, and understand your reporting obligations on Helcim.
- [Understanding your Form 1099-K](https://learn.helcim.com/docs/form-1099-k-overview.md): Learn what Form 1099-K is, why it matters for your business, and how to access it through your Helcim account for tax reporting.
- [Accessing your Form 1099-K](https://learn.helcim.com/docs/accessing-your-form-1099-k.md): Step-by-step instructions on how to view, download, and check the status of your Form 1099-K in your Helcim account.
- [What are Helcim's processor fees for?](https://learn.helcim.com/docs/what-are-credit-card-processing-fees.md): Learn about interchange, assessment fees, and processor markup. Understand the costs of accepting credit cards and how it impacts your business.
- [What is interchange plus pricing?](https://learn.helcim.com/docs/what-is-interchange-plus.md): Demystify interchange plus pricing! Learn how it works, why it's beneficial, and how it gives you control over your credit card processing costs.
- [How does interchange plus compare to other pricing models?](https://learn.helcim.com/docs/interchange-plus-vs-other-models.md): Compare credit card processing pricing models. Learn why Helcim chose interchange plus for its transparency, cost-effectiveness, and greater control.
- [View your monthly statements](https://learn.helcim.com/docs/view-helcim-monthly-statements.md): Understand your Helcim fees. This guide breaks down your monthly merchant statement section by section, explaining totals, fees, and batch details.
- [Save on fees with Level 2 and 3 interchange optimization](https://learn.helcim.com/docs/level-2-3-optimization.md): Learn what Level 2 and 3 processing is and how providing extra transaction data can help your business qualify for lower credit card processing fees with Helcim.
- [Automatic volume discounts](https://learn.helcim.com/docs/volume-discounts.md): Learn how Helcim automatically lowers your credit card processing fees as your business grows. See the rate tiers and find out how our volume discounts work.
- [Fees for international payments](https://learn.helcim.com/docs/international-payment-fees.md): Learn about international interchange rates and cross-border fees for merchants, or international service or currency conversion fees for customers.
- [Fees for high-risk merchants](https://learn.helcim.com/docs/high-risk-merchant-program-fees.md): Understand Visa/Mastercard's High-Risk Merchant Program fees. Learn about acquiring and registration fees for specific business types (MCCs).
- [Why is PCI compliance important?](https://learn.helcim.com/docs/why-is-pci-compliance-important.md): Learn the basics of PCI DSS compliance, why it's crucial for protecting customer data and your business, and how Helcim helps simplify it for you.
- [Completing your PCI questionnaire](https://learn.helcim.com/docs/complete-pci-saq.md): Step-by-step instructions on how to find, fill out, and submit your PCI Self-Assessment Questionnaire (SAQ) directly within your Helcim account.
- [Manually submitting your PCI compliance](https://learn.helcim.com/docs/manual-pci-compliance.md): A step-by-step guide for Helcim merchants using integrations like Helcim.js (WooCommerce) or legacy APIs requiring manual SAQ A-EP or SAQ D submission.
- [Accessing your PCI compliance report](https://learn.helcim.com/docs/get-helcim-pci-report.md): Learn how to easily find, download, and understand your PCI compliance report (Attestation of Compliance) from your Helcim account after SAQ submission.
- [Completing your UBO Compliance](https://learn.helcim.com/docs/completing-ubo-compliance.md)
- [Understanding HIPAA compliance at Helcim](https://learn.helcim.com/docs/hipaa-and-credit-card-processing.md): Learn how Helcim protects patient data with our HIPAA compliance program. Learn how to download audit reports or request a Business Associate Agreement (BAA).
- [Accessing and generating reports](https://learn.helcim.com/docs/access-generate-helcim-reports.md): Track your real-time total sales, net sales, payment methods, and product quantities from your Helcim Business Overview reporting dashboard
- [Sales and revenue reports](https://learn.helcim.com/docs/sales-revenue-reports.md): Get clear insights into your daily sales, credit card transactions, and overall revenue performance with Helcim reports.
- [Products and inventory reports](https://learn.helcim.com/docs/products-inventory-reports.md): Maximize profitability and manage stock with Helcim's reports on top selling and grossing products. Identify your best performers!
- [Invoices and tax reports](https://learn.helcim.com/docs/invoices-taxes-reports.md): Need numbers fast? Track your financial reconciliation and tax obligations with invoice and tax reports inside Helcim’s reporting tool.
- [User activity and system log reports](https://learn.helcim.com/docs/user-activity-system-logs.md): Monitor user activity, access logs, and API error logs in Helcim’s Reporting tool for enhanced security and troubleshooting.
- [Manage your transaction notifications](https://learn.helcim.com/docs/transaction-email-notifications.md): Learn how to turn transaction-related emails on or off, including declines, refunds, and approvals in your Helcim account settings.
- [Manage your batch settlement notifications](https://learn.helcim.com/docs/batch-settlement-notifications.md): Learn how to enable or disable the automated email notification you receive when your daily batch is settled in your Helcim account.
- [Manage your invoice notifications](https://learn.helcim.com/docs/invoice-notifications.md): Learn how to customize the emails your customers receive for paid invoices, due date reminders, and new notes. Keep your clients informed automatically.
- [Manage customer portal & card expiry notifications](https://learn.helcim.com/docs/customer-account-notifications.md): Learn how to customize automatic emails for Customer Portal invitations and notifications for customers with an expiring credit card on file.
- [Manage recurring payment notifications](https://learn.helcim.com/docs/recurring-payment-notifications.md): Customize emails for new subscriptions, upcoming billing, cancelled plans, and payment issues. Keep your subscribers informed automatically.
- [Manage low inventory warning emails](https://learn.helcim.com/docs/inventory-warning-notifications.md): Learn how to enable and customize the low inventory warning email so you can get a heads-up before you run out of stock.
- [Personalize customer emails with dynamic fields](https://learn.helcim.com/docs/dynamic-fields-email-personalization.md): Learn how to use dynamic fields to automatically add customer and transaction details to your email subjects and templates.
- [Set your account's time zone](https://learn.helcim.com/docs/set-your-account-time-zone.md): Learn how to set your time zone in Helcim, which affects batch payouts and ensures accurate time tracking for all your transactions.
- [Change the units of measure for your products](https://learn.helcim.com/docs/manage-units-of-measure.md): Learn how to set your default units of measure for weight and dimensions, which affects your products and shipping rates.
- [How to Whitelist a Sender or Domain in Gmail](https://learn.helcim.com/docs/how-to-whitelist-a-sender-or-domain-in-gmail.md): To make sure the emails and messages you want to receive end up in your inbox, you might need to whitelist a sender or domain.
- [Account Settings](https://learn.helcim.com/docs/account-settings.md): You can access your account settings in the Helcim Payments App by clicking on the Menu Button in the bottom right-hand corner of the screen.
- [Manage Invoice and Merchandise Settings](https://learn.helcim.com/docs/manage-invoice-and-merchandise-settings.md): Merchandising and Invoicing settings keep track of your products and control the settings and options available for your inventory, invoices, and POS.
- [Understanding credit card declines](https://learn.helcim.com/docs/understanding-credit-card-declines.md): Learn why credit card transactions decline and what steps you can take as a merchant to resolve common issues. Get your transactions back on track.
- [Understanding ACH payment returns](https://learn.helcim.com/docs/ach-statuses-returns.md): Understand why ACH payments can fail and be returned, what to look for when a payment fails, and how to minimize the number of failed payments.
- [Failed bank transactions between Helcim and your business](https://learn.helcim.com/docs/failed-bank-transactions.md): Discover why bank transactions between Helcim and your business might fail and how to troubleshoot common issues.
- [Why is my account being reviewed?](https://learn.helcim.com/docs/account-review-reasons.md): Learn why Helcim conducts account reviews after initial approval and when these standard security checks might occur as you start processing payments.
- [What to expect during an account review](https://learn.helcim.com/docs/account-review-expectations.md): Learn what happens during a Helcim account review, how we communicate, potential outcomes, and general timelines. We're here to guide you.
- [Preparing for an account review: tips and guidelines](https://learn.helcim.com/docs/preparing-account-review-tips.md): Get ready for your Helcim account review with our essential tips and guidelines on necessary business documentation and information for a smooth process.
- [Understanding Helcim's business restrictions](https://learn.helcim.com/docs/helcim-business-restrictions.md): Helcim is dedicated to helping small and medium sized businesses grow and thrive through our low and transparent processing fees.
- [Card testing: what it is and how to prevent it](https://learn.helcim.com/docs/understanding-preventing-card-testing.md): Learn about card testing fraud, the risks to your business, and effective strategies to prevent it on your e-commerce platform.
- [Keeping your Helcim merchant account secure](https://learn.helcim.com/docs/keeping-merchant-account-secure.md): Learn to identify phishing, vishing, and smishing scams. Follow best practices to secure your Helcim merchant account from fraud.
- [Using Helcim Fraud Defender](https://learn.helcim.com/docs/using-helcim-fraud-defender.md): Helcim's Fraud Defender provides an estimation of risk based on an analysis of 7 transaction factors.
- [Understanding AVS response codes](https://learn.helcim.com/docs/avs-response-codes-explained.md): Understand Address Verification Service (AVS) response codes. Learn how AVS helps you assess transaction risk for your business.
- [What is a chargeback?](https://learn.helcim.com/docs/what-is-a-chargeback.md): Learn what chargebacks are, why they happen, and how they impact your business. Find out how Helcim will help you through the process.
- [View and respond to chargebacks](https://learn.helcim.com/docs/view-chargebacks.md): Handle chargebacks with confidence. Learn how to view, respond to, and track chargebacks directly within your Helcim dashboard.
- [Tips on countering chargebacks](https://learn.helcim.com/docs/disputing-chargebacks.md): Learn best practices for disputing chargebacks, including gathering evidence and communicating with customers.
- [Preventing chargebacks](https://learn.helcim.com/docs/preventing-chargebacks.md): Learn practical tips on clear communication, accurate descriptions, and customer-friendly policies to reduce disputes and avoid losses.
- [What to know about chargeback arbitration](https://learn.helcim.com/docs/chargeback-arbitration.md): Learn about the chargeback arbitration process, the costs involved, and how to decide if it's the right move for your business and your bottom line.
- [How to contact Helcim support](https://learn.helcim.com/docs/how-to-contact-support.md): Find the best way to get in touch with our friendly, in-house support team. This guide covers creating support tickets, calling us, and other helpful tips.
- [Check our system status](https://learn.helcim.com/docs/check-system-status.md): Learn how to use our status page to check for real-time updates on Helcim's services. See if we're experiencing any outages or service issues.
- [Understanding Helcim's underwriting process](https://learn.helcim.com/docs/underwriting-faq.md): Learn what credit risk underwriting is at Helcim, why it's important, what to expect during the review process, and how it keeps your payments secure.