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Managing Your Merchant Account

A merchant account lets you accept Visa and Mastercard payments and allows your payment processor to deposit those funds into your business bank account.

You Helcim Account automatically includes a merchant account, to view your available merchant accounts and the information associated with them, you can click on My Account and Merchant Accounts. On the Merchant Accounts landing page you will see an overview of your active merchant accounts, any live account will be listed under the Real Merchants tab. If you have recently submitted an application for a new account, it will be listed under the Ongoing Merchant Applications tab. If you need to apply for a new merchant account, you can do so by clicking on Start a New Merchant Account Application in the top right-hand corner of your screen. To view additional details on any of your merchant accounts, simply click on the name of the account you want to view. You are now able to click through the different options available under Manage Account from the menu on the right-hand side of your screen.


Overview

Under Overview you are able to view the Merchant Account Information and Business Information that your provided when you signed up for your account.


Deposits & Batches

Here you can view your deposits and batches. To search for a batch, enter the date range into the calendar, and click on Search to view your deposits. Once your list of deposits has generated, you can click on Export to CSV to save a copy of the file to your device.

There is a 4-hour synchronization delay between when you settle the transactions and when they appear in this reporting.

If you need to change the bank account that your deposits are being sent to, click on the Request Bank Account Change button in the top right-hand corner of your screen. This button will take you to the Bank Accounts page of your account.


Bank Accounts

On the Bank Accounts page of Merchant Accounts you can see an overview of which Deposit Account is linked to your account. If you need to change this account, you can click on Request Bank Account Change
Next, enter your new bank account information into the fields below.

If you are unsure how to properly enter your new bank account information, please send a void check along with your merchant ID to help@helcim.com or fax 1-866-469-3077. Bank account changes typically take 2-3 business days to complete.

Click on Confirm Request to submit your information.


Software

Under the Software tab of Merchant Accounts you can see what software and equipment is assigned to your account. This page is view only.


Equipment

Click on Equipment under Merchant Accounts to see the equipment that is currently assigned to your account, to submit an Equipment Return, or to Order New Equipment.

Any equipment assigned to your account will be visible on the landing page for this section:

Returning Equipment
To return a piece of equipment click on Equipment Return in the top right-hand corner of the page. Next, complete the required information. Use the drop-down menu to select which location is returning the equipment. Select which of your available equipment you want to return. Enter the serial numbers from the equipment into the text box. If your equipment includes a wireless 3G iWL250 terminal, enter the number for the SIM card into the text box. Click on Confirm Return to generate the return slip and shipping label.

Ordering New Equipment
To order new equipment, you can click on the Order New Equipment button from the main Equipment landing page. Use the drop-downs to confirm the information for the equipment that you want to order. Equipment Type – Select the equipment you want to order from the drop-down Quantity – Confirm the number of units you want to order Delivery Address – Confirm where you want the equipment to be delivered Click on Confirm Request to submit the order.


PCI Compliance

You can check on your current PCI Compliance status on the PCI Compliance page. Here you will see an overview of your information, whether or not your account is PCI Compliant, and when you last completed the questionnaire. If you want to complete the PCI questionnaire, you can click on Go to PCI Portal Login which will take you to the PCI DSS Compliance Manager. If you need help with your PCI Compliance, you can click on Walk-Through to review our guide to PCI Compliance.


Addresses

Under the Addresses page you can see the business address that Helcim has on file for you.
If you need to change this address, you can click on Request Address Change in the top right-hand corner of your screen. You can now enter your new address information into the text boxes. Click on Confirm Request to submit the information.


Monthly Statements

Here you can view your monthly statements. If you want to review a particular month, you can click on the statement to open a preview of it. You can now see a preview of the statement on your screen. You can also Download or Send Email Copy using the buttons in the top right-hand corner of your screen.


Chargebacks & Retrievals

If your business has a chargeback filed against it, you will be able to access the information on this screen. To view the chargeback information, click on Fetch Chargeback Data.
If there is chargeback information available for your account, it will generate on this screen.

Related Articles

Get Started with My Account
An Overview of the Helcim Dashboard
Configuring Your User Settings
How to View Your Monthly Statement
Managing Users and Employees
How to Use Support Tickets
Sign Up for the Helcim Affiliate Program
Helcim Login Troubleshooting

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