Processing a Sale in the App
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 are logged into the Helcim Payments app and have Terminal Mode turned
Off, your transactions will be initiated through the app.
By default, Terminal Mode is turned off.
To process a sale, click on
New Payments in the menu at the top of your screen.
Begin by selecting the type of payment you want to enter using the options at the top of your screen below the black menu bar. For this example, we will be processing a
Next, enter the amount of the sale by clicking on the buttons in the keypad on the left-hand side of your screen.
Taxes: Toggle the button
Off depending on if taxes apply to this transaction.
Tips Enabled: Toggle the button
Off if you want to give the customer the option to enter tips
If you are done entering the payment information, you can click on the
Arrow in the bottom right-hand corner of your screen to initiate the transaction.
If you want to customize additional options for the payment, you can click on
Once you selected
Advanced Options you are able to customize your payment options or assign the transaction to a specific customer or invoice.
Entry Type: Click the option you prefer, either to process the payment using the Helcim Card Reader or to enter the payment details manually as a keyed payment
Customer: Click on
Search if you want to assign the transaction to a customer who is included in your Customer Manager or click on
Add New if you want to enter the details for a new customer.
Invoice: Click on
Search if you want to assign the transaction to an outstanding invoice.
Once you have selected any
Advanced Options you want to apply to the transaction click on the
Arrow in the bottom corner of your screen to initiate the transaction.
You can now pass the Helcim Card Reader to your customer so they can enter their information. As the customer enters their information your workstation will show Waiting for Customer… Once the transaction is complete your workstation will display a Transaction Approved message. If you want to give the customer a receipt, you can do so now. You can either enter their email address and click on
Send Email Copy or click
Print Copy if you have a printer connected to your device.
Once you have provided a copy of the transaction to the customer, you are ready to move on to your next transaction.