Helcim Logo Support & Tutorials

© Copyright 2006-2019 Helcim Inc.

All Rights Reserved.

Legacy Platforms » Helcim Virtual Terminal » Customer Management »

Adding a Customer

There are two ways to add a customer. If you have already processed a transaction for this customer:

1) Click [View Transactions]

2) Select the appropriate date range and the transaction type

3) Click [List Transactions]

4) Click on the transaction order ID of the customer that needs to be added

5) At the top click [Add to Customers]

6) Enter any missing information you wished saved

7) Click [Add Customer]


To add a customer without a prior transaction history:

1) Click on [View Customers] in the top menu

2) Click [Add New]

3) "New Customer" will appear at the top of the screen

4) Fill in the credit card information, billing information, and shipping information as needed.

5) Click [Add Customer]