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Dashboard and Notifications

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.

When you first log in to your Helcim account you will be taken to the Merchant Dashboard.

From the dashboard, you can link a bank account, order equipment, or access any of the additional Helcim features included with your account.

The dashboard will also prompt you to complete the required actions and let you know if any of the information in your account is missing or needs to be updated. This is an example of the types of actions you might see on your dashboard. We recommend reviewing the prompts and entering the required information to ensure your deposits are not delayed and that your account settings are configured correctly.

Your business settings are all available on the left-hand side of the screen. To access them, select All Tools and review the options available under the Back Office Tools. These sections provide self-service options to update your banking information, view your monthly statements, order equipment, manage employees, and more. If you want to view or change your specific profile settings and information, click on your profile icon in the bottom left-hand corner of the screen, then click on My Helcim User. Finally, you can also access all of the features included in the Helcim Merchant Platform by selecting the All Tools button.

Once you begin processing payments, you can customize your Dashboard to display either total Sales or Transactions processed within the last 15 days, 30 days or 3 months.

Related Articles

Editing Your User Settings
Managing Your Merchant Account Information
Managing Employee Roles and Settings
Default User Settings
Editing Business Locations and Addresses
Updating Banking Information
Viewing Statements and Settlement Information
Ordering New Equipment or Viewing Equipment Orders
Completing or Renewing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits
Bank Deposits
Contact Helcim Support
How to Send a Referral
Form 1099-K Overview

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If you need immediate assistance please contact our Merchant Experience Specialists here