Processing a Refund or a Void

  • Updated on Oct 18, 2024
  • Published on Aug 29, 2022
  • 1 minute(s) read

If you need to process a refund or a void for a payment you have processed using the Helcim Payments app or the Helcim Card Reader, you will follow the same process you would use in your Helcim account. 

You can access the list of your transactions by selecting the Transactions icon on the bottom bar. 

Access POS section in Helcim POS app



Next, pick the transaction that you want to void or refund and click on it to open the transaction details.

Note
Voids can only be completed the same day as a transaction is ran/before the batch settles. Afterwards, you will see the option to refund instead. 

pick the transaction that you want to void or refund in Helcim POS app

Now, click on the three dots near the top of your screen to open the Actions menu and select either Refund or Void. 

select either Refund or Void in Helcim POS app
For a refund, you can choose whether to complete a partial refund or a full refund by typing in the dollar amount in the Refund Amount field and clicking Refund. For a void, you will need to reverse the full amount of the transaction.
Enter refund amount to start refunding through Helcim POS app

Debit Card Refunds
You can only refund debit transactions made in person, if the cardholder is present. You will need to use the Helcim Card Reader to process these refunds. Selecting refund from the transaction action menu will prompt the Card Reader. The cardholder will then need to enter their card.