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The Helcim Referral Program

Inviting your friends or family to join Helcim is easy and rewarding with our referral program. For every successful referral you will receive $5,000 of no-fee processing resulting in approximately $100 worth savings in fees.

Who is eligible?

All Helcim merchants who have signed up after June 1, 2020 are eligible to participate in the referral program.

How to invite your friends?

Follow these steps to invite your friends to Helcim:

To get started with a referral, begin by logging into your account

Once logged in, you can find the Refer a Friend option by clicking the blue icon at the bottom corner of your screen. You will then see an option that says ‘Refer a Friend and Save’

After you click the ‘Refer A Friend and Save’ button, you can send an invite to your friends to join Helcim via email, SMS text, or by copying and sharing your unique referral link.

To invite via email, you will need to add your friend’s email address and name.

To invite via SMS, you can toggle over to the SMS option and add their phone number and name.

Or to make things even easier, you can also use the copy link button to copy and share your unique referral link with your network.

Once your invitation is sent out, your friend will then get a personalized email or text message inviting them to learn more and sign up.

You will now be able to see the status of your referrals next time you click into the ‘Refer a Friend’ section.

When your friend accepts the invite and opens an account with Helcim, the reward will be automatically applied to both of your accounts. Neither of you will be charged any fees on the next $5,000 worth of payments that you process! There is no limit to how much you can earn and save through your referrals. The more you refer, the more you save!

How to track the status of your referrals?

Once you’ve invited a friend, you can login to your Helcim dashboard at any time to see their status. Following the instructions above you can click the blue icon in the bottom corner on your dashboard, and select ‘Refer a Friend and Save’.

Next to each referral you will see one of the three statuses:

  • Sent image - Invite has been sent to your friend
  • In-progress image - Your friends account is being processed
  • Approved - image Your friend has signed up and $5000 of no-fee processing has been applied to your account

Keep in mind: A referral will be considered successful only if your friend signs up using your unique referral link and gets approved by Helcim.

Related Articles

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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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