Setting Up Your Merchant Account
Your Merchant Account Settings let you review and edit your Virtual Terminal Settings, Taxes, Currencies, and Language options.
To access and edit these fields, select
Merchant Account Settings under the
Settings option in your Helcim account, then select the category you want to view.
Virtual Terminal Settings
Once you have selected
Virtual Terminal Settings under
Merchant Account Settings, you can specify the following account settings:
Default Type Settings
- Default Transaction Type
- Default Invoice Type
SRED Secure PIN-Pad Settings
- SRED Key Status
- Require Security Code
Off, if you select
Onyou can specify what you want the security code to be If you make any changes to your settings click
Savein the top right-hand corner to apply the edits.
Helcim Commerce calculates taxes on orders and purchases automatically, unless the product is marked as tax-exempt.
The billing address determines the applicable taxes - you must have your customer's address in the system if you want Commerce to correctly auto-calculate taxes. Helcim Commerce has Canadian and U.S. tax defaults based on the Province/State. If you need to add a tax for a specific country or edit the existing tax settings, you can do so by following the steps below.
Editing an Existing Tax Region
Begin by selecting the tax region that you want to edit. For this example, we will be editing the Canadian tax settings. Once you have selected the country, you need to edit the tax settings at the country level, and for the individual state or provinces.
The first screen that opens will allow you to edit the Country, Tax Name, and the Tax Rate.
If you need to edit the tax settings on a provincial or state level, click on State/Province Taxes under the options tab on the left-hand side of your screen.
From here, you can see the State or Province the tax applies to, the Tax Name, Tax Rate, how it is calculated, and the Tax Total for each region. If you need to edit any of the regions, simply click into the text box and make the required changes.
In the top right-hand corner of the screen, there are two buttons.
Clear taxes will remove all of the default tax options, and
Save will allow you to apply any changes you have made.
Here you can view the available currencies for your account. The Core Currency is your accounts primary currency.
If you want to add another currency to your account, click on
Add Currency in the top right-hand corner of your screen.
Next, complete the Currency Information.
Currency: Select the currency that you want to add from the drop-down menu
Terminal (Cards): Select which terminal you want to be able to process the currency through
Exchange Rate: What is the exchange rate between your core currency and this newly added currency
Enable for Online Store: Toggle the radio button to
Off if you want this new currency available for your Online Store.
Any additional currencies added will be converted from your core currency. You can only add currencies if you have the available merchant IDs (or) terminal IDs that support the desired currencies. Please contact your Helcim account representative to add additional currencies to your account.
Save to apply your changes.
You Helcim account comes enabled with English, French, and Spanish language settings. If you want to edit the settings, click on
Languages under Merchant Account Settings.
To add a new language, click on
Enable a Language
Select the language that you want to add from the drop-down menu.
Add the translations from English to your language of choice.
Save to apply the changes