Navigating Your Helcim Account
  • 27 Oct 2022
  • 1 Minute to read

Navigating Your Helcim Account

You account gives you access to a wide variety of payment and business tools designed to help you get paid.

The home screen sidebar menus make it easy for you to switch between sections of your account and access the tools you need.

You can view all the available tools in your account by selecting the All Tools button in the top left-hand corner of your screen. The tools are sorted into categories for payment tools, merchant tools, and back office tools.
Helcim payment toolsSelecting a tool will bring you to that tool, the navigation will be available on the left-hand side of your screen to switch between options in that section.
You can return to the dashboard by selecting the Home button at anytime.

Pinning Your Favorite Tools

Use the Pin Your Tools option to select your most used tools and keep them at the top of your navigation.
Helcim payment toolsAfter selecting the Pin Your Tools option click on the greyed out pins to select a tool. Once you are done selecting tools, click on Done.
Helcim payment toolsThe pinned tools will be highlighted with a colored pin icon. You can remove the favorites pins by selecting Pin Your Tools and clicking on the icon again.

Navigating Within the Tools

After selecting a tool you can view the additional menu items on the left-hand side of your screen.
Invoicing - recent invoices
You can use the back button to return to the main navigation page for a specific tool.
Invoicing - recent invoices

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