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Accepting Payments in Terminal Mode

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.

You can initiate payments in two ways, either from the terminal directly or from the Helcim Payments app.

After you have synced the Helcim Card Reader with the Helcim Payments app, you can decide whether you want to accept payments in terminal mode. You can switch between the two modes at any time by clicking on the Card Reader icon and toggling the button On to activate Terminal Mode or Off to initiate payments from the app.

Initiate Payments in Terminal Mode



When the Helcim Card Reader has terminal mode turned On you are able to enter payments directly into the card reader, bypassing the need to start payments through the app.

Simply type the sale amount into the card reader to begin the transaction, then pass it to your customer so they can finish entering their payment details. Terminal mode is useful when you need to bring the card reader to a customer directly, or if you are at an event or pop-up and don't have easy access to your device.

Initiate Payments from the App

When terminal mode is turned off, you will initiate transactions using your device. To do this, click on New Payment at the top of your screen to enter the purchase details. After you enter the payment details, the amount will be displayed on the screen of the Helcim Card Reader and you can pass the terminal to the customer to complete the transaction.

Related Articles

Processing a Sale in Terminal Mode
Processing a Refund or Reversal
Reviewing Your Transactions and Batches
Processing a Sale in the App
Processing a Manual Transaction
Pre-Authorizations and Captures
Closing a Batch in the App

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