Skip to main content (Press Enter)
Helcim Logo
Click here if you return to contents

Using Bank Payments with Recurring Invoicing

Recurring Invoicing lets you automatically collect scheduled payments from customers using either their credit card or bank account information. If you want to set up a recurring invoice that will be paid by bank payment (also referred to as ACH or PAD Payments) please review the steps below.

Begin by logging into your Helcim account and selecting Invoicing, next create an invoice as you normally would and enter the customer information.

For more information on creating an invoice, please view our related support articles:

When you are ready to enter the payment method for the recurring invoice, select the ACH/EFT from the drop-down menu on the Create Recurring Invoice screen.

If the customer profile has verified banking information on file you do not need to do anything else, simply specify the recurring invoice schedule and Save the invoice.

If the customer profile does NOT have verified information on file, an email will be sent to the customer asking them to authorize the payment from their bank account and confirm their bank account details.

You can finalize the recurring invoicing details and save the invoice while you wait for the customer to respond to the email.

After the customer enters their banking information they will agree to have the funds withdrawn from their account. You will be notified once the customer has authorized the payment and confirmed their information.

For future payments, the customer will receive an email notification three days before the withdrawal and you will be notified once the transaction is complete.

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)
Invoices and Helcim Bank Payments
Bank Payment Rules for Canadian Merchants
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
Using Bank Payments with Hosted Payment Pages
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
How to View Customer Pre-Authorized Debit Agreements
Processing a Refund or a Void for a Bank Payment

Was this article helpful?

Feedback submitted - Thank you!

If you need immediate assistance please contact our Merchant Experience Specialists here