Mobile App Dashboard
The information in this article is for merchants using Helcim's Legacy System. If you signed up for Helcim on or after June 1, 2020, please click here.
The Dashboard is the main screen that shows you most of the options, as well as recent processing data.
â‰¡ in the upper left corner, you will see a sliding menu with the following options:
Dashboard (below) This is the main screen that shows you most of the options, as well as recent processing data.
Transaction History This screen will show all your transactions and is searchable by date range or keyword
New Transaction Click here to process a payment
Orders This screen will show all your orders and is searchable by date range or keyword. The "Dueâ€ orders can be edited or processed.
Products This screen will show all your products and is searchable by category, brand, or keyword
POS Click here to create an order using your stored products and process a payment, or save it as an invoice.
Customers This screen will show all your customer and is searchable by keyword
My Account You can adjust which account and/or terminal you want to process through here.
Settings Here you can adjust tips, taxes, and signature options.
Test Connection See if your app is connected properly to the internet, the as well as our servers.
Sync This will ensure that any changes made in web-based Commerce will be reflected in the app.
Help & Support This will take you to the online Helcim Support Knowledge Base
Helcim.com This will take you to Helcim's home page