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 the
Credit Card Icon in the app and enter in the amount you want to process and click
Taxes: Will be generated based on your account settings.
Tips Enabled: Toggle the button
Off if you want to give the customer the option to enter tips
If you are done confirming the payment information, you can click on the
Process Payment to initiate the transaction.
If your app is connected to the Helcim Card Reader the device will prompt your customer, or you can manually enter the cardholders information. If you're manually entering in the information select process to complete 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.