Whether you're taking payments on a single Helcim Smart Terminal or a combination of devices using the Helcim POS app, keeping track of all your payment devices is simple with our App Devices tool.
This article will show you how to quickly view all your active payment devices, check their status, and understand how they're set up, directly from your Helcim account.
Find your payment devices
To see a list of all the devices using your Helcim POS app:
This will take you to the Manage Devices page, where you can see all your registered Helcim POS app devices. You'll also see Device Profiles listed here. This is a powerful new tool to help you manage settings across multiple devices, which we'll cover in another article.
Understand your device list
On the Manage Devices page, you'll see a clear list with important details for each device, including:
Type: Identifies if it's a phone, tablet, or Smart Terminal.
Nickname: The custom name you gave the device to easily identify it.
Status: Shows if the device is currently active.
Date last enabled: When the device was last used and connected to your account.
App version: The current version of the Helcim POS app installed on the device.
Assigned profile: This tells you which Device Profile (a saved set of settings) this particular device is using.
Add a new device
To add a new device to your account, you’ll need to download and install the Helcim POS app on that device.
Click on Download from the left-side menu on the Manage devices page.
Select the version of the app that matches the device you are using (desktop, tablet, or smartphone)
Download and install the app on your device, then log in using your email address and password.
Give your device a nickname. Once you’ve completed the login process, your device will now show in the Devices list.
Installation steps for desktop
Choose the Windows or Mac version of the app
This will initiate a download of the app installer from your web browser
Open the installer and follow the instructions to install.
Installation steps for tablet or smartphone
Choose the Apple App Store for the iOS app, or the Google Play Store for the Android app.
Tap Get or Install to get the app.
| You can also find the ‘Helcim: Point of Sale’ or ‘Helcim: POS Payments’ apps using the Apple or Google store search functions. |
Edit an existing device
If you need to make changes to a specific device, simply click on it from the Manage Devices page.
From the overview page, you can:
Change the Default view of the POS window for this device (numpad vs. items)
Change the Device nickname using the text box.
Change the Terminal using the drop-down menu.
Device options explained
Once you've selected a device, you'll see various settings that can be customized. These options are similar to what you find directly within the Helcim POS app.
Login Mode: Adjust how users log into the app, including user login modes and password preferences.
Receipts: Customize your default receipt type, choose whether to print a merchant copy, and enable automatic receipt printing.
Tips: Select your preferred tip mode and further customize tip recommendations.
Taxes: Toggle tax calculation on or off, and manage tax-related preferences.
Discounts: Control whether discount codes or manual discounts can be applied.
Check for new orders: Choose whether to enable a sound notification when a new order is placed, and if new orders should be automatically printed.
Custom fields: Add an optional custom field to your checkout flow to save additional payment details.
Delete a device
To delete a device, return to the Manage Devices page. Click the trash can icon on the row of a device to delete it.
Next steps
Ready to streamline settings across multiple devices?
Learn how to share settings across your Helcim POS app devices.
FAQs
What's the difference between 'Device Type' and 'Merchant Account Terminal'?
The Device Type indicates the kind of hardware (like an iPhone, workstation, or Smart Terminal) that has the Helcim POS app installed on it. The Merchant Account Terminal is an internal label in your Helcim account that helps organize and track transactions from that specific device, especially useful if you have multiple locations or ways of processing.
Can I use the same Helcim POS app device for multiple businesses?
No, a single Helcim POS app device is typically linked to one Helcim account and business at a time. If you operate multiple businesses, you would need separate accounts or devices for each.