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App Settings

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.

Next, select 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

Clicking on 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 Clicking on 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 Disable Device.


Login

Clicking 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 PIN login, Full Password, or Full Password + 2FA (which refers to using two-factor authentication).


Receipts

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Once you process a payment using the Helcim Card Reader you can issue customers a receipt through email or by using a printer. Use the options in this section to customize how you want receipts to be handled. Default Receipt Type: Click on the buttons to select if you want customers to receive a standard Payment Receipt or a Full Invoice

Merchant Copy: Toggle this option On or Off depending on if you need a copy for yourself in addition to the customer copy.


Tips

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You are able to choose between three different Tip Modes by clicking on the buttons at the top of the page to switch between Recommended Amounts, Custom Amount Prompt, and No Tips.

Recommended Amounts
Recommendations: Set three tip recommendation options that you would like to provide customers with during each transaction. You can select % or $ 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.

Custom 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
Select No Tips if your business does not request tips.


Taxes

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Your tax settings will automatically reflect what you have selected for your Helcim Account, but you can adjust them from within the Helcim Payments app at any time. Automatically Calculate Taxes on Point-of-Sale Orders: Toggle the button On to 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


Discounts

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


Additional Fields

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 Off. Be sure to click Save to apply any changes you make to your settings.

Related Articles

My Account Settings
Adding a Barcode Reader
How to Add a Printer and Cash Drawer

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