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Processing a Payment for an Existing Customer

You can process payments for existing customers from the Customers section of your Helcim Account.

To process a payment, select the customer profile you want to process a payment for and select either New Invoice or New Card Transaction from the Actions menu in the top right-hand corner of your screen. If you select New Invoice, follow the instructions included in How to Process a Payment for an Invoice to complete the transaction.

If you select `New Card Transaction', follow the instructions included in Processing a Sale or a Pre-Authorization on the Virtual Terminal.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management
Adding Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Viewing Customer History
Managing Customer Accounts
What is a Card Vault
Adding Page Content and Headers & Footers
Access Logs
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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