Processing a Refund or Reversal
  • 27 Oct 2022
  • 1 Minute to read

Processing a Refund or Reversal


If you need to process a refund or a reversal (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.

On a Tablet or Workstation

Follow these steps if you're using the Helcim Payments app on a tablet or workstation.

You can access the list of your transactions in two different ways, you can click on My Transactions from the home screen or by clicking on Transactions from the bottom menu.

my transactions button

Or

process a refund button


Now, follow the steps in the support article for Processing a Refund or a Reversal located here to complete the process.


On a Mobile Device

If you're using the Helcim Payments app on a smartphone, simply follow these three steps from within the app.

From the home screen in the app, click on My Transactions or by clicking on Transactions from the bottom menu.


My transactions button


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

transaction information approvedNow, click on the three dots near the top of your screen to open the Actions menu and select either Reverse or Refund. If your batch has not been settled yet, you will be able to reverse the transaction. If the batch has settled then you will see the option to refund the transaction.

reverse the transaction
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  Process .
refund the transaction form



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