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Accepting a Payment from the Point-of-Sale

This article features upcoming changes to the Helcim Point-of-Sale, merchants will be notified when the update is available for their account.

Once you have added all the products to the cart, you can select the drop-down menu at the top of the cart to confirm your payment method.

Next, confirm the payment method. You can now select Process Payment to complete the transaction.
Next you will be prompted to confirm the payment method or enter the required details to complete the sale. If your ready to proceed, you can select Process, otherwise use the drop-down menu to select an alternate payment method.
Depending on the payment method you have selected you may be prompted to enter additional details.

Credit/Debit: Proceed with accepting the payment using your Helcim Card Reader Card Manual Entry: Enter the cardholders information to process the payment Cash: Confirm the cash received Check: Enter the Check Number Misc.: You can enter a note regarding the payment External Credit: Enter the external approval code for reference External Debit: Enter the external debit approval code for reference

You’ll see a confirmation screen confirming that the payment has been processed. Select Print Receipt or Email Receipt to give the customer a record of the transaction.

If you accept a partial payment using one payment method then want to use a secondary method to complete the transaction you will be directed to the Transactions page, you can then open the partial order in the Order Manager and complete the payment.

You can now select Close and move to the next transaction.

Related Articles

Getting Started with the Helcim Point-of-Sale
Adding Products to the Point-of-Sale
Creating New Products in the Point-of-Sale
Adding Products to the Favorites List in the Point-of-Sale
Adding a Quick Item in the Point-of-Sale
Using Discount Codes in the Point-of-Sale
Saving an Order for Later
Linking a Customer to a POS Transaction

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