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Invoices and Helcim Bank Payments

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.

You can create and send invoices to customers so they can pay online using their banking information.

When sending invoices you can use the payment option buttons to toggle between credit card payments, bank account payments, or both.

To get started, log into your Helcim account and select Invoicing. Next, create an invoice as you normally would and enter the customer information or choose an existing customer.

Next, select Bank Account or both Bank Account and Credit Card as eligible payment methods for the customer.

You can now send the Due Invoice to your customer using the Actions button on the invoicing page.

Once your customer receives the invoice they can either enter their own banking information, or review the information you entered for them, before completing the authorization agreement and submitting their payment.

The customer will receive a copy of their authorization form for the bank payment and a receipt for the transaction once complete.

You will also be notified when the customer completes the authorization form and when the payment has been processed.

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
Using Bank Payments with Recurring Invoicing
Using Bank Payments with Subscription Management
Using the Virtual Terminal for Bank Payments
Adding a Bank Account to a Customer Profile
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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