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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.

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.

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 Dashboard, then Payments, and Transactions. 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 My Transactions.
Next, pick the transaction that you want to reverse or refund and click on it to open the transaction details.
Now, click on the three dots near the top of your screen to open the Actions menu and select either Reverse or 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.
You can now confirm the details of the refund by selecting the Full Refund option, Other Amount, or toggling over to the Item options to issue a refund based on products.

Related Articles

Accepting Payments in Terminal Mode
Processing a Sale in Terminal Mode
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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