Point-of-Sale (POS)
Helcim specializes in providing merchant services, focusing on businesses in both the United States and Canada. With headquarters in Alberta, Canada, and a major presence in Seattle, Washington, they position themselves as a unique player in the credit card processing industry.
All-In-One Approach
Helcim offers a proprietary feature suite called “Helcim Merchant Platform.” This suite is a complete business management solution that helps businesses accept payments for online sales, in-store transactions, mobile payments, invoicing, and subscriptions.
The “all-in-one” approach means Helcim Merchant Platform integrates key functions needed for modern businesses. These include inventory management, customer relationship management (CRM), data analytics, and marketing tools. By bringing these services together on one platform, Helcim aims to simplify the complexities merchants often face.
Helcim Point-of-sale (POS) is a user-friendly application that allows businesses to process payments quickly and easily. The POS software is designed to work seamlessly with Helcim’s payment processing services, allowing businesses to accept payments from a variety of sources, including credit cards, debit cards, and mobile wallets like Apple Pay and Google Pay.
Hardware Compatibility
Helcim POS is cloud-based, so businesses can access it from anywhere with an internet connection. The software works on many devices, including desktop computers, laptops, tablets, and smartphones. This flexibility lets businesses choose the hardware that suits them or use their existing equipment if they prefer.
Inventory Management
A key feature of Helcim POS is its inventory management. The software lets businesses track inventory in real-time and set up automatic alerts when stock is low. This helps businesses avoid running out of products and ensures they always have what they need to meet customer demand.
Analytics and Reporting
Another key feature of Helcim POS is its reporting and analytics. The software gives businesses detailed reports on sales, inventory, and customer data. These reports help identify trends, improve operations, and support better business decisions.
Virtual Terminal
Helcim’s virtual terminal is a web-based app that lets businesses process payments from a computer or tablet without needing extra hardware. It’s a great choice for businesses without a physical store or those needing to process payments remotely.
The virtual terminal is easy to use and secure, offering several features to help businesses manage payments more efficiently. Some key features include:
- Multiple Payment Types
- The virtual terminal can accept a variety of payment types, including credit cards, debit cards, and ACH.
- Recurring Billing
- Businesses can set up recurring billing schedules for customers who make regular payments, such as subscriptions or memberships.
- Customizable Receipts
- The virtual terminal allows businesses to customize receipts with their branding and include any necessary information, such as tax or shipping charges.
- Fraud Detection
- Helcim’s virtual terminal includes fraud detection features that help prevent fraudulent transactions and protect businesses from chargebacks.
- Real-Time Reporting
- Businesses can access real-time reports and analytics on their transactions, including sales, refunds, and chargebacks.
- Simple Integration
- The virtual terminal is designed to integrate seamlessly with Helcim’s payment gateway and other payment processing tools, making it easy to use for businesses of all sizes.
Invoicing & Billing
Helcim invoicing is cloud-based software that lets businesses create and send professional invoices to customers. It’s user-friendly and integrates smoothly with Helcim’s payment processing services.
Custom Invoices
With Helcim invoicing, businesses can create customized invoices with their branding, logo, and payment terms. The software also allows them to include detailed descriptions of products or services, along with any taxes or discounts.
Send and Receive Payments Electronically
Once an invoice is created, businesses can send it to customers by email or download it as a PDF. Customers can pay the invoice online using various payment methods, including credit cards, debit cards, and electronic checks.
Automatic Payment Reminders
A key feature of Helcim invoicing is its automatic payment reminders. The software sends reminders to customers who haven’t paid by the due date, reducing the need for businesses to manually follow up on unpaid invoices.
Real-time Reporting
Helcim invoicing also offers real-time reporting and analytics, helping businesses track their invoicing and payments. They can access detailed reports on sales, revenue, and payment history, allowing them to make informed decisions about their operations.
Helcim Online Checkout
Helcim online checkout is a secure, customizable payment solution for e-commerce businesses. The checkout process is fast, user-friendly, and optimized for online sales.
Customize Your Checkout
Helcim’s online checkout lets businesses accept payments from credit cards, debit cards, and digital wallets like Apple Pay and Google Pay. The checkout process is fully customizable, allowing businesses to match the checkout page with their branding and website design.
Fraud Detection and Prevention
A key feature of Helcim online checkout is its advanced fraud detection. The software uses machine learning and fraud detection tools to protect businesses from fraudulent transactions and chargebacks.
Mobile Friendly
The checkout process is optimized for mobile devices, allowing customers to make purchases on smartphones or tablets. Helcim’s online checkout is also fully PCI compliant, ensuring customer data remains secure and confidential.
Analytics
Another key feature of Helcim’s online checkout is its real-time reporting and analytics. Businesses can access detailed reports on sales, revenue, and customer data, helping them make informed decisions about their operations.
Subscription & Recurring Payments
Helcim’s subscription payment manager is a feature-rich tool that helps businesses manage recurring payments and subscriptions efficiently. It works seamlessly with Helcim’s payment processing services, allowing businesses to accept payments from credit cards, debit cards, and ACH payments.
Custom Payment Plans
A key feature of Helcim’s subscription payment manager is its flexibility. The software lets businesses set up recurring payments on various schedules, including weekly, monthly, quarterly, and annually. Businesses can also customize payment plans to give customers more control over their payment options.
Automatic Invoices and Reminders
The subscription payment manager also offers advanced billing and invoicing features. Businesses can create and send invoices easily, and the software automatically sends payment reminders to customers who miss their due date.
Detailed Reporting
Helcim’s subscription payment manager also offers advanced reporting and analytics. Businesses can track recurring payments and subscription revenue, with detailed reports on sales, revenue, and customer data. These insights help identify trends and support informed business decisions.
Helcim API & Helcim.js
Helcim API is a developer-friendly interface that lets businesses integrate Helcim’s payment processing services into their own software. The API supports multiple programming languages, including Java, Ruby, Python, and PHP, giving developers the flexibility to use the language that works best for them.
Flexible API
With Helcim API, businesses can handle various payment tasks, such as processing payments, managing customer profiles, and generating reports on transactions and account activity. The API is fully documented, making it easy for developers to use, and it includes sample code and tools to help them get started quickly.
Powerful JavaScript Library
Helcim.js is a JavaScript library that makes it easy to integrate Helcim’s payment services into a website. It’s simple to install and allows businesses to securely accept payments on their site without redirecting customers to a third-party page.
Helcim.js offers customizable options, including the ability to personalize the checkout form and add custom fields to collect extra information from customers. It also includes advanced fraud detection to help businesses prevent fraudulent transactions.
Third-Party Integrations
Helcim offers a range of third-party integrations that let businesses connect Helcim’s payment services with other software tools. These integrations make it easy to manage payment processing and other business operations in one place, without switching between different applications.
Integrations Include:
- E-commerce Platforms
- Helcim currently has direct integrations with WooCommerce, Magento, and Foxy.io.
- Accounting Software
- Helcim integrates with the accounting software applications QuickBooks and Xero. However, Helcim’s integration with Xero is only functional for clients who are solely using “Xero Invoices” to collect payments. With QuickBooks, Helcim has created a fully functional plugin for QuickBooks Online. These integrations allow businesses to streamline their bookkeeping and accounting activities, and to reconcile their payment processing data with their accounting records.
- Customer Relationship Management (CRM) Software
- Helcim integrates with popular CRM software applications like Salesforce, HubSpot, and Zoho via LeadsBridge, which is a similar service to Zapier or Automate.io. These integrations allow businesses to manage their customer data and payment processing activities in one place.
- Billing Systems
- Helcim has a direct integration with the billing system known as “Great Exposure,” which serves as a recruitment management system for colleges and private schools.
