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Processing a Refund or a Void

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 to see how to reverse or refund a transaction.

To adhere to the card brand rules, whenever you process a refund the transaction will be returned to the original card the cardholder used for the transaction.

You can void a transaction that was run in error as long as your batch has not yet been settled, if your batch has been settled you can run a refund.

Processing a Void

To process a void for a recent transaction, click on Transactions under the Payments section of your Helcim Account.

Next, select the transaction that you want to void. This will open up the transaction details. On the top right-hand side of the screen, you will see an Actions button, click on the button to expand the Actions Menu. The bottom option will be to Void the transaction. Click on Void. Click Yes to confirm that you would like to void the transaction. A success message will pop-up to confirm the action was successful. The Transaction Information screen will now mark the transaction status as VOIDED for your reference.

Processing a Refund

If your batch has already been settled, you will not be able to void a transaction, but you can process a refund.

The steps to process a refund are the same as processing a void, but instead of clicking on Void in the Transaction Actions menu, you will click on Refund.

You can refund the transaction based on the Amount or by the Item. To switch between the two options, please use the two buttons in the pop-up.

If you would like to process a refund for an amount, you can refund the full amount, or enter a partial amount using the text box. Once you have entered the amount you want to refund, click on Process.
If you want to process a refund for a specific item, first select Item then choose which items from the purchase you want to refund. Once you are done, select Process.
A success message will pop-up confirming the action was successful. The transaction will now show in your list of Latest Transactions as a REFUND.

If you process a void, the transaction will not have any payment processing fees associated with it. If you process a refund, the original payment processing fees for the transaction will apply.

Related Articles

Viewing and Searching Transaction History
An Overview of Helcim Payments
Multi-Currency Transactions - Virtual Terminal
Viewing Your Credit Card Batches
Batch Report Actions - Print, Email & PDFs
Manually Settling a Batch
Manage Terminals & Customize Batch Settings
Receipt Theme Designer
Exporting Transactions
ETF and ACH Batch Reports
Capturing and Managing Pre-Authorized Transactions
Using Helcim Fraud Defender
Multi-Currency Transactions - Virtual Terminal
Processing a Reversal or a Refund
How to Send Payment Requests
Refunds to a Canceled or Expired Customer Card
Updated Helcim Virtual Terminal

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