Getting Started
Your Helcim Merchant Platform 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.
The left-hand menu includes the All Tools button in the top corner. Selecting this button will display all of the tools in your account, including the back office tools needed edit your account settings. To access any of the tools, simply click on the icon for that section. Learn more about navigating your account here.
Account Settings
Clicking on All Tools and Settings under Merchant Tools will allow you to access to Settings menu for your account. We recommend that you review the different settings options for each section before you begin processing payments or adding product and customer information.
You can now review the different tools in your account to adjust your settings.
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 the Helcim Merchant Platform
As you familiarize yourself with the different tools in your account, 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 to help you get started.