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How to Send a Referral

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.

You can invite friends and other business owners to sign up for Helcim from your account dashboard. When you successfully refer someone new to Helcim you can earn free processing.

To get start with a referral, begin by logging into your account. From your account dashboard you can click on Earn Free Processing.
If this is your first time referring someone to Helcim, you can select Send Your First Invite to email or text your referral, or select How It Works for more details on the process.

After selecting Send Your First Invite you can now enter the details of the individual you want to refer.
In the first field, you will either enter the email or phone number of the person you want to refer. You can click on the Email and SMS button to toggle between the two options. Next, enter their name to personalize your message.

Once you are done entering their details, click on Send to invite the individual to sign up for Helcim. They will receive either and email or text message inviting them to learn more and sign up.

Click on Send another invite to invite more people to join Helcim by repeating the steps above.

If you want to share a general referral link, for example on your social media channels, you can use the Copy Link option at the bottom of the page to share your unique referral link with your network.

After you have sent your first invite you will be able to see a summary of the invites you have sent and their status when you click on Earn Free Processing.

When you successfully refer a new business to Helcim, both your account and the account for the new business you referred will receive the referral amount of payments with no transaction fees. You can view the referral amount and amount used on your merchant statements.

Related Articles

Editing Your User Settings
Dashboard and Notifications
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
Chargebacks
Completing or Renewing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits
Bank Deposits
Contact Helcim Support

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