How to Process a Payment for an Invoice
The information in this article is for merchants using Helcim's Legacy system. If you signed up for Helcim on or after June 1st, 2020, then you can learn more here!
You can quickly process payments for outstanding invoices from the
Invoices page of Helcim Commerce.
To get started, click on the invoice you want to process a payment for and then click on the
Actions button in the top right-hand corner of your screen. Next, select
Process New Payment from the list of available actions for the invoice.
Select the transaction type you would like to use, either Virtual Terminal for credit card payments or Other Tender Transaction if the customer has used another form of payment such as cash.
Virtual Terminal will bring you to the transaction page where you can process the payment. The customer information and invoice details will auto-populate based on the information in the invoice. Review the details and confirm everything is correct before clicking
For more details on how to process a payment in the virtual terminal you can view the support article here.
Watch for the success message on the right-hand side of your screen confirming the payment has been processed.
A confirmation page will display confirming the payment has been processed. You can use the action items on the right-hand side of your screen to save a copy of the transaction for your records or to send a confirmation of the payment to your customer.
Other Tender Transaction
If your customer has paid an invoice using cash or a check, you can mark the invoice as paid by selecting
Other Tender Transaction and entering the payment details.
- Select the Tender Type from the drop-down list. Options include cash, check, bank transfer, gift card, COD, external debit or credit card, misc, and cash refund
- Confirm the amount that was paid
- Add a note if required
Review the invoice details and confirm the information is correct.
Save to move the invoice to paid.
A message will display confirming the process has been completed successfully.
A confirmation page will display confirming the payment has been processed, you can use the action items button on the top right-hand side of your screen to save a copy of the transaction for your records or to send a confirmation of the payment to your customer.