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Recurring Billing

This documentation is for the legacy Helcim Virtual Terminal. New merchants should refer to the Helcim Commerce documentation.

Recurring transactions are used when customers need to be billed repeatedly on a weekly or monthly basis. Creating a recurring transaction works very similar to regular purchases, with the addition of four recurring variables used to determine the billing schedule. The transaction type must also be changed to "recurring" in order for the gateway to identify the transaction properly. It is important to take note that the transactions themselves, whether the initial amount or the scheduled billings, can still be voided in the same way as regular purchases.

Initial Amount (Optional)

For recurring transactions the "amount" variable is no longer required and is instead optional. If no amount is sent, the customer will only be charged on the start date of the billing schedule. If an amount is provided, the customer will be billed that amount immediately.

Start Date

If the start date is after the 28th of any given month the billing cycle will fall on the last day of each month. For example, if the start date were April 30th, the next billing date would fall on May 31st, then June 30th, and so on.


Adding a Recurring Entry

  • Click on Virtual Terminal
  • Select "Recurring" as the transaction type
  • Enter the sale amount, credit card number, expiry date
  • Enter CVV number (security code on the back of the card). If you do not have the CVV number, select "Ignore" under CVV Indicator
  • Under "Recurring Information":
    • The "Recurring Period" can be set to weeks or months (such as "1" month to bill once a month, or "2" weeks to bill every 2 weeks)
    • The "Recurring Period" can also be set to specific days (such as "15,31" to bill the customers on the 15th and last day of the month)
    • The "Number of Times" is the how many times the customer should be charged in total. Leave blank if there is no end date.
    • The "Recurring Amount" is the amount that the customer will be billed in each period.
    • The "Initial Amount" is an optional field. If entered, the customer will be charged this amount immediately.
  • Click Process Transaction

Modifying a Recurring Entry

  • Press View Recurring located in the top menu bar
  • Find and open the desired recurring entry by clicking on its 'ID'
  • Update the desired fields
  • Press the Save Recurring Information button

Pausing a Recurring Entry

  • Press View Recurring located in the top menu bar
  • Find and open the desired recurring entry by clicking on its 'ID'
  • Under the "Status" field, select "On Hold"
  • Press the Save Recurring Information button

Updating Recurring Credit Card Information

  • Press View Recurring located in the top menu bar
  • Find and open the desired recurring entry by clicking on its 'ID'
  • Update the appropriate credit card information fields
  • Press the Save Payment Information button

Updating Recurring Billing Information

  • Press View Recurring located in the top menu bar
  • Find and open the desired recurring entry by clicking on its 'ID'
  • Update the appropriate billing fields
  • Press the Save Billing Information button

Removing a Recurring Entry

  • Press View Recurring located in the top menu bar
  • Find and open the desired recurring entry by clicking on its 'ID'
  • Press the Remove Recurring button
  • Click OK on the pop-up notification (Note: By clicking OK you acknowledge that this process is irreversible)

Finding Recurring Entries with Expiring Credit Cards

  • Press View Recurring located in the top menu bar
  • Under the "Active" drop-down, select "Card Expiring"
  • Press the List Transaction
  • Results will be displayed on the page

Related Articles

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

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