Processing a Reversal or a Refund
  • 09 Jan 2023
  • 1 Minute to read

Processing a Reversal or a Refund


To adhere to the card brand rules, whenever you process a refund the transaction will be returned to the original card the cardholder used for the transaction.

You can reverse a transaction that was run in error as long as your batch has not yet been settled, if your batch has been settled you can process a refund.

Processing a Reversal

When you reverse or void a transaction, the reversal will apply to the full amount of the original transaction. To reverse a recent transaction, click on Transactions under the Payments section of your Helcim Account. 

Next, select the transaction that you want to reverse.

This will open up the transaction details. On the top right-hand side of the screen, you will see an Actions button, the bottom option will be to Reverse the transaction. Click on Reverse.

Click Yes to confirm that you would like to reverse the transaction.

The Transaction Information screen will now mark the transaction status as REVERSED for your reference.

Processing a Refund

If your batch has already been settled, you will not be able to void a transaction, but you can process a refund.

The steps to process a refund are the same as processing a reversal, but instead of clicking on Reverse in the Transaction Actions menu, you will click on Refund.

Confirm the amount to be refunded for the transaction and click on Process.

A success message will pop-up confirming the action was successful.

The transaction will now show in your list of Latest Transactions as a REFUND.

To adhere to the card brand rules, whenever you process a refund the transaction will be returned to the original card the cardholder used for the transaction.


Processing fees for refunds vs. reversals 
If you process a reversal, the transaction will not have any payment processing fees associated with it. If you process a refund, the original payment processing fees for the transaction will apply.



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