Processing a Refund or a Void for a Bank Payment

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward.

You can void a Bank 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.

Currently bank payments must be voided or refunded for the full amount of the transactions, partial refunds are not available for bank payments at this time.

Processing a Void

To process a void for a recent transaction, click on Bank Account 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 Reverse the transaction. Click on Reverse. 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

At this time, refunds can only be processed for the full transaction amount.

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. Click Yes to confirm that you would like to refund the transaction. A success message will pop-up confirming the action was successful. The Transaction Information screen will now mark the transaction status as REFUNDED for your reference. The transaction will now show in your list of Latest Bank Account 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.