Customer Management
This documentation is for the legacy Helcim Virtual Terminal. New merchants should refer to the Helcim Commerce documentation.
The Customer Management feature allows you to securely store your customers' billing, shipping and credit card numbers on our servers. This removes the liability of saving this information on your own computers or server. Once added to your customer list, you can quickly re-bill a customer without having to re-enter their information.
Adding a Customer
There are two ways to add a customer. If you have already processed a transaction for this customer:
- Click
View Transactions
- Select the appropriate date range and the transaction type
- Click
List Transactions
- Click on the transaction order ID of the customer that needs to be added
- At the top click
Add to Customers
- Enter any missing information you wished saved
- Click
Add Customer
To add a customer without a prior transaction history:
- Click on
View Customers
in the top menu - Click
Add New
- "New Customer" will appear at the top of the screen
- Fill in the credit card information, billing information, and shipping information as needed.
- Click
Add Customer
Removing a Customer
- Click
View Customers
in the top menu - A list of customers will appear, click on the customer you want removed.
- Click
Remove Customer
at the top - A green bar will appear saying "Customer removed"
Updating a Customer's Credit Card Information
- Press
View Customers
located in the top menu bar - Select the appropriate name/code under the "Billing Name" or "Customer Code" columns
- Enter new card information in the appropriate fields
- Press
Update Credit Card
Updating Customer Billing Information
- Press
View Customers
located in the top menu bar - Click the appropriate name/code under the "Billing Name" or "Customer Code" columns
- Enter updated Billing and/or shipping information in the appropriate fields
- Press
Update Customer
Searching for a Customer
- Press
View Customers
located in the top menu bar - Type the customer's name, customer code, phone number, or e-mail in the field to the left of the
Search
button - Press the
Search
button - Choose the desired customer from the list by clicking on their name
Processing a Payment for an Existing Customer
- Press
View Customers
located in the top menu bar - Find desired customer and press
Process Payment
next to their name - Enter a transaction amount and any other details
- Click
Process Transaction
How do I use the Order-Duplicate Feature
- Press
View Transactions
located in the top menu bar - Find and select the transaction you would like to duplicate by clicking on its "order id"
- Press the
Duplicate
Button - The transaction information will be duplicated in the Virtual Terminal screen. You can make any changes to the information before processing the payment
- Click on
Process Payment
to complete the transaction