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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

Related Articles

Recurring Billing
Payment Requests (Invoicing)
Settlements & Batches
Processing Transactions
Helcim Virtual Terminal - Getting Started
Automatic Email Receipts
Updating Invoice Policies

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