Processing a Reversal or a Refund
The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.
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 reverse 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 Reversal
To reverse a recent transaction, click on
Transactions under the
Payments section of your Helcim Account.
Next, select the transaction that you want to reverse.
This will open up the transaction details. On the top right-hand side of the screen, you will see an
Actions button, the bottom option will be to
Reverse the transaction. Click on
Yes to confirm that you would like to reverse the transaction.
The Transaction Information screen will now mark the transaction status as REVERSED 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 reversal, but instead of clicking on
Reverse in the Transaction Actions menu, you will click on
Confirm the amount to be refunded for the transaction and click on
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 reversal, 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.