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Using Bank Payments with Subscription Management

Customers assigned to a subscription management plan can be automatically billed from their bank account using Helcim Bank Payments.

To get started, begin by logging into your Helcim account, then select Subscription Management from the menu.

You can either create a new plan, or add a subscriber to an existing plan.

Once you have selected both the plan and the subscriber you want to edit, simply select ACH/EFT as the payment type on the Edit Subscriber screen, then select Save.

If the customer has an authorized bank account on file, no further actions are required from you or your customer. If the customer does NOT have an authorized bank account on file they will be sent an email to authorize the payment and confirm their banking information.

Once the customer agrees to the payment terms and authorizes the recurring charge the plan can begin.

The customer will now be billed from their bank account for each cycle of this plan. Three days before the recurring date the customer will be notified of the upcoming payment and both you and your customer will be notified once the transaction has taken place.

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
Using Bank Payments with Recurring Invoicing
Bank Payment Rules for Canadian Merchants
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

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