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Using the Point-of-Sale

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.

The point-of-sale in the Helcim Payments app makes it easy to add products to new orders and check out customers quickly.

Products need to be added to your Helcim account to be able to fully use this feature.

To access the point-of-sale, login to your Helcim Payments app and click on Point-of-Sale from the top menu. This will bring you to the point-of-sale overview page where you can begin adding products to the cart to start a new order.

Display Options

Clicking on the Vertical Ellipsis in the bottom corner of the screen will let you click between the different display options for the point-of-sale. You choose between selecting Product Grids and Product List for the two different view modes.

Adding Products to Your Cart

You can add products to your cart by clicking on the items you want to add. You can also use the search bar at the bottom of your screen to quickly locate specific products.

Adding Discount Codes

To add a discount code to an order, click on the Vertical Ellipsis in the top right-hand corner of your screen. You can now enter an existing discount code.

If you need more information on creating discount codes, you can learn more about how to do that here.

Checkout

Once you have completed adding products to an order click on the Checkout button at the bottom of the page. After you click on Checkout you can assign the order to an existing customer by clicking on Search or add new customer details by clicking on Add New if you want to assign the order to a customer. You can also Search for an existing invoice to apply to the payment. Next, you can specify the payment methods for the order and use your synced Helcim Card Reader to accept the payment, or manually enter the payment details. Click on Process Payment once you are done.

Related Articles

Creating a Point-of-Sale Grid

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