Processing Transactions
This documentation is for the legacy Helcim Virtual Terminal. New merchants should refer to the Helcim Commerce documentation.
Processing a Sale
When your customer is purchasing products or services and the transaction is to be processed immediately, complete the following steps to process the sale:
- Select
Virtual Terminal
from the top menu. - Select
Purchase
as your transaction type. - Enter the purchase amount, the credit card number, and the expiry date.
- Enter the CVV number located on the back of the credit card or select
Ignore
if there is no CVV code available - Enter billing, shipping, and "Items to Purchase" details as needed.
- Click
Process Transaction
You will be prompted with an approval or decline message. If you get a decline response, you can try the card one more time. If it declines again, you should ask for another form of payment. If you get the response "PICK UP CARD", do not try again as the card may be fraudulent.
You can print a copy of the invoice by clicking:
Print Invoice
2 1/4 inch receipt
3 1/8 inch receipt
Voiding a Transaction
If the original transaction has not yet been settled, you can void the transaction to prevent the customer from seeing the original charge:
- Click on
View Batches
- Click on
Current
- Find the transaction you would like to void and click on its order ID
- Click
Void Transaction
- A prompt will pop up asking "Are you sure you want to void this transaction?", Click
Yes
The screen will display "Transaction Voided"
Processing a Refund
To process a refund, you first need to find the original transaction. To do so:
- Click
View Transactions
- Under the date range, select "All Transactions"
- Find the original transaction and click on its order ID
- Click
Refund
- You will now be brought to a new screen. Make sure that all the refund information is correct, and click
Process
You can also process a refund manually:
- Click on
Virtual Terminal
in top menu options - Choose "Refund" in the drop down menu under the transaction type
- Enter the amount that is needed to be refunded along with the credit card number, expiry date
- Click
Process Transaction
Processing a Pre-Authorization
How do I process a pre-Authorization?
- Select
Virtual Terminal
from the top menu - Select
Pre-auth
as your transaction type. - Enter the amount, Credit card number, and expiry date
- Enter the CVV number located on the back off the credit card.
- You may enter as much information in the "order information" at your discretion, however it is not necessary
6) Click
Process Transaction
When you are ready to capture the funds, the original transaction must be found:
- Click
View Transactions
in the top menu - Using the drop down menus select "All Transactions"
- Find the transaction you are looking for and click on the "order ID"
- Click
Capture
- You will be brought to a new screen in which you will verify all the information and click
Process
Capturing an Approval Code
If you have an approval code and need to capture the processed funds:
- Select
Virtual Terminal
from the top menu - Under the drop down menu select "Capture"
- Enter the amount, Credit card number, expiry date and approval code
- Enter the CVV number (3 digit code on back of credit card), if there isn't one simply choose "ignore"
- You may enter as much information in the "order information" at your discretion, however it is not necessary
- Click
Process Transaction