Getting Started
Your Helcim Account gives you access to the tools you need to run your business.
Including a customer management system, product management, online payment options, invoicing, an online store, and more.
If you would like help setting up your Helcim Card Reader and using the Helcim Payments App, please visit Helcim.com/Welcome to follow along with the setup wizard and get ready to start accepting payments.
You can access all of these features after you have logged into My Account which you can access from this page.
Once you have logged into My Account, you will see your commerce account displayed under the My Account title. If you have multiple accounts associated with your login you can switch to a different account by clicking on Change, then selecting your desired account.
The left-hand menu will list My Account at the top and all of the commerce features below it. To access any of the features simply click on the title for that section.
Account Settings
Clicking into any section of Helcim Commerce will allow you to access to Settings menu. We recommend that you review the different settings options for each section of commerce before you begin processing payments or adding product and customer information.
Once you selected any part of Helcim Commerce, you can find the settings options by clicking on the Cog icon in the top right-hand corner of your screen.
Clicking Expand All will let you see all of the different settings option available to you, you can also click through each title to expand the options for that section only.
For more details on customizing up your account settings check out these articles:
- General Settings
- Setting Up Your Merchant Account
- Security Settings
- Setting Up Email Alerts and Notifications
- Managing Invoice and Merchandise Settings
- Subscription Management Settings
- Customer Settings
- Using the Helcim Theme Designers
Learn More About the Different Features of Commerce
As you familiarize yourself with the different sections of Helcim Commerce, you can find useful descriptions of each field by clicking into or hovering over the field. These descriptions help explain the required information for each field. If you would like additional information, you can reference the related support article for that section.
Overview articles are available for each section of commerce to help you get started.