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Customer Settings

Before you begin adding customers to your Helcim Account, you should configure your Customer Settings.

To access your Customer Settings, click on the Settings icon in the top right-hand corner of your screen. This will open the Settings Menu, when you click on Customer Settings, you will see the available options for configuring your Customer Settings. You can now customize your Customer Code Settings. The fields will auto-populate with the default Customer Code Settings, but you can manually edit them depending on your business preferences.

  • Prefix – The letters that come before the Customer Code, in this example CST indicates the number represents a customer
  • Starting Number – The first customer created will be CST1000, and the number will increase from there
  • Number Length – The amount of numbers in the code If you would like customers to be notified when you enter their information into your Helcim Account, you can toggle the radio button to On. By default, this option will be set to Off. Click Save to apply your changes.

You can further customize and edit your Customer Email Settings in the Settings section of your account under Email Settings and Customers

Related Articles

General Settings
Setting Up Your Merchant Account
Security Settings
Setting Up Email Alerts and Notifications
Manage Invoice and Merchandise Settings
Recurring Settings
Using the Helcim Theme Designers

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