Invoices and Helcim Bank Payments
  • 16 Nov 2022
  • 1 Minute to read

Invoices and Helcim Bank Payments


ACH Payments give customers the option of paying online using their banking information instead of a credit card. If you have bank payments enabled on your account you can use the payment option button on invoices to offer customers credit card payments, bank payments, or the choice of both. 

To get started, log into your Helcim account and select Invoicing. Next, create an invoice as you normally would and enter the customer information or choose an existing customer.

Next, click on the Details section and you can select how you would like your customer to make their payment. By clicking on the Payment Method dropdown, you can select Bank AccountCredit Card or Both as eligible payment methods for the customer.

create an invoice

You can now send the Due Invoice to your customer using the Actions button on the invoicing page.

Once your customer receives the invoice they can either enter their own banking information, or review the information you entered for them, before completing the authorization agreement and submitting their payment.

The customer will receive a copy of their authorization form for the bank payment and a receipt for the transaction once complete. You will also be notified when the customer completes the authorization form and when the payment has been processed.

Verifying Bank Accounts 
If you, or your customer, uses a bank account that is not yet verified for bank payments, the transaction will be marked as Pending and the Invoice will remain as DUE until the account is verified and the transaction is approved. At that time, the Invoice will automatically be marked as PAID.
Information for Canadian Merchants
If you are a Canadian Merchant, please review Bank Payment Rules for Canadian Merchants for important information about using bank transfer payments.




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