Processing a Refund or Reversal
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.
If you need to process a refund or a reversal (void) for a payment you have processed using the Helcim Payments app or the Helcim Card Reader, you will follow the same process you would use in your Helcim account.
On a Tablet or Workstation
Follow these steps if you're using the Helcim Payments app on a tablet or workstation.
You can access the list of your transactions in two different ways, you can click on
My Transactions in the menu at the top of your screen.
Or, click on
Now, follow the steps in the support article for Processing a Refund or a Reversal located here to complete the process.
On a Mobile Device
If you're using the Helcim Payments app on a smartphone, simply follow these three steps from within the app.
From the home screen in the app, click on
Next, pick the transaction that you want to reverse or refund.
Now, click on the
Actions button in the top right-hand corner of your screen and select either
Refund. If your batch has not been settled yet, you will be able to reverse the transaction. If the batch has settled then you will see the option to refund the transaction.