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 access settings in the Helcim Payment app click on the
Cog Icon in the top right-hand corner of your screen.
App Settings from the toolbar menu at the top of your screen.
After you click on
App Settings you are able to view a menu of all the different settings within the Helcim Payments app.
Device will let you review or modify the settings for your device.
Device Nickname: If you have created a nickname for your device it will be displayed here, you can change it using the textbox if needed
Device Fingerprint: The unique fingerprint code used to recognize your device
Date Device Last Enabled: The day that the Helcim Payments app last synced with your Helcim account
Wipe From Device will clear the Helcim Payments app information from your device, if you want to remove the device from your account click on
Login will let you adjust the security settings for how you and your team log in to the Helcim Payments app. After you click on
Login you can select either your User Login Type or the Password Prompt.
User Login Type: Click on the different options to select between
Multi User List,
Multi User Manual, or
Single User (Me). If you have multiple employees who need to access the Helcim Payments app you will want to select one of the multi-user options.
Password Prompt: Click on the different options to change how you want to enter your password when logging into the Helcim Payments app, you can select a
Full Password, or
Full Password + 2FA (which refers to using two-factor authentication).
Payment Receiptor a
Merchant Copy: Toggle this option
Off depending on if you need a copy for yourself in addition to the customer copy.
Custom Amount Prompt, and
Recommendations: Set three tip recommendation options that you would like to provide customers with during each transaction. You can select
$ for the recommendations by clicking on the buttons next to the amount.
> Your tip recommendations need to be entered in order with the lowest recommendation coming first and increasing for the two subsequent recommendations.
Set Maximum Tip Limit Amount: Toggle the radio button
On to set a maximum tip amount a customer can enter; this can be set as a percentage or a dollar amount.
When you select
Custom Amount the customer can enter their preferred tip amount without any guidance from you. You can toggle the radio button for Set Maximum Tip Limit Amount
On if you want to set a maximum amount a customer can tip.
No Tips if your business does not request tips.
Onto enable this feature
Automatically Calculate Taxes on New Payments: Toggle the button
On to enable this feature
Use Custom Tax Location: Toggle the button
On if you want to use a custom tax location
Tax Location Country: Use the drop-down menu to select the country of your tax location
Tax Location – State/Province: Use the drop-down menu to select the state or province of your tax location
Allow Discount Codes: Toggle the button
On if you would like to allow discount codes
Allow Manual Discounts: Toggle the button
On if you would like to allow manual discounts
Set Maximum Discount Amount: Toggle the button
On if you would like to set a maximum discount amount. Once the option is turned
On you can enter the maximum amount and specify if it is a maximum percent or dollar amount
Toggle the buttons
On for each option you want to activate. The buttons will be blue when the option is selected and white when the option is
Be sure to click
Save to apply any changes you make to your settings.