Using Bank Payments with Subscription Management
  • 18 Nov 2022
  • 1 Minute to read

Using Bank Payments with Subscription Management


When you add a customer to a subscription plan they can automatically be billed from their bank account using bank payment. To get started, begin by logging into your Helcim account, then select Subscription Management from the menu.

You can either create a new plan, or add a subscriber to an existing plan.

Once you have selected both the plan and the subscriber you want to edit, simply select ACH/EFT as the payment type on the Edit Subscriber screen, then select Save.

edit subscriber

If the customer has an authorized bank account on file, no further actions are required from you or your customer. If the customer does NOT have an authorized bank account on file, they will be sent an email to authorize the payment and confirm their banking information.

Once the customer agrees to the payment terms and authorizes the recurring charge, the plan can begin.

The customer will now be billed from their bank account for each cycle of this plan. Three days before the recurring date the customer will be notified of the upcoming payment and both you and your customer will be notified once the transaction has taken place.

 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.



Was this article helpful?