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
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
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
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
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.