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Adding a Bank Account to a Customer Profile

Please note that Helcim Bank Payments are currently in beta and are only available to small number of accounts. The Helcim Team will be in touch when the feature is released to all merchants.

If your customers have the option to submit bank payments, you can add their banking information to their profile ahead of time so they are set up and ready to go when you need to collect payment.

To add a bank account to a customer profile, begin by logging into your Helcim account and selecting Customers. You can now search for the existing customer profile, or click New Customer to create a new profile.

Once you have the customer profile selected, use the Actions button to Send Authorization Form.

If you have the customer’s banking information you can enter it for them and the customer will be asked to confirm the details, or you can leave it blank and the customer can enter their own information when they review the request and authorize bank payments to your business.

You will be notified via email once the customer has completed the form and their information will be saved on file for future transactions.

If you are a Canadian Merchant, please click here to view important information about using bank transfer payments.

Related Articles

Getting Started with Helcim Bank Payments (ACH or PAD Payments)
Bank Payment Rules for Canadian Merchants
Invoices and Helcim Bank Payments
Using Bank Payments with Recurring Invoicing
Using Bank Payments with Subscription Management
Using the Virtual Terminal for Bank Payments
Sending Payment Requests with Bank Payments
How to turn off Helcim Bank Payments in Your Account
What to do if a Bank Payment is Returned
Bank Payment Transaction Statuses
Bank Payment Return Codes

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