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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
  1. 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

Related Articles

Recurring Billing
Customer Management
Payment Requests (Invoicing)
Settlements & Batches
Helcim Virtual Terminal - Getting Started
Automatic Email Receipts
Updating Invoice Policies

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