Helcim

Actionable workflows to accept cards and bank payments, in-store and online, with Helcim
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Turn every sale into a smooth handoff from customer to cash flow. Set up the reader, pair it with your phone, tablet, or computer, and start accepting chip and tap payments right away. Add tips, apply tax, and ring in custom items without slowing the line. When the purchase is done, send a receipt by text or email and, if needed, issue a quick refund or void. Staff never need to juggle extra hardware or complicated menus—just tap, confirm, and move on to the next customer. Live payment insights help you spot bottlenecks and keep checkout times low during rush periods.

For remote work and services, switch to billing in a few clicks. Create a branded invoice, set a due date, and add a pay button so customers can settle by card or direct bank pull. Schedule recurring charges for memberships or retainers, and automate reminders so you spend less time chasing late payments. If a client calls in, key the payment securely using a virtual terminal. You’ll see confirmations the moment funds are authorized and can track every step until the money lands in your account—useful for forecasting and keeping projects moving.

Selling on the go is just as simple. Pair the compact reader with a smartphone to accept contactless wallets and cards at pop-ups, appointments, or delivery stops. Capture a name and note for each order, collect signatures when needed, and send a digital receipt on the spot. Assign devices to team members to see who took which payment and where, then review performance later. Whether you’re at the counter or in the field, the experience is consistent so staff can switch contexts without retraining.

Operations stay predictable with centralized controls. Use the dashboard to review totals by day, location, or staff member, and filter by channel—counter, mobile, or invoice. Export transactions for bookkeeping, track deposits against payouts, and flag exceptions before they become issues. Save customer details with consent for faster repeat billing, and choose card or bank debit to match your margin and timing needs. With clear, instant visibility into each transaction and payout, you can plan staffing, inventory, and cash needs with confidence.

Review Summary

Features

  • Chip-and-tap reader for in-person payments
  • Live payment insights and transaction tracking
  • Invoicing with card or bank account options
  • Recurring billing and automated reminders
  • Virtual terminal for phone or mail orders
  • Digital receipts via SMS or email
  • Fast refunds and voids
  • Mobile checkout with smartphone pairing
  • Team and device tracking
  • Centralized reporting and data export

How It’s Used

  • Retail checkout with tips, tax, and quick receipts
  • Service providers billing clients remotely
  • Memberships or retainers with scheduled debits
  • Pop-up events and on-site payments via mobile reader
  • Phone orders processed through a virtual terminal
  • Daily reconciliation and payout tracking for finance teams

Plans & Pricing

In-person

Others

Cards are securely saved for easy repeat-billing Batches and customer transaction history is automatically stored Get real-time transaction data your business can use

Keyed and Online

Others

Online Invoicing Makes Accept Credit Cards on Computer Request Payments Through Email or Text Messages Automate Billing With Recurring Payments Sync Your Accounting with Ease

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