Helios, LLC - Screen Shots

POS CC Swipe

When a client wants to pay for today’s purchases with a credit or debit card, Helios will present a window for the employee to swipe the card. The transaction will process with an immediate approval or decline.

POS CC on File

When a client wants to pay for today’s purchases with a credit card that is on file, the Helios window provides a button to use the Card On File from the EFT Billing Profile if one is present and active.

EFT Extraction

During the EFT draft process, the Extraction screen allows you to define which accounts should be included in the EFT batch. This can be based upon the status of the membership or even the form of payment.

EFT Draft

During the EFT draft process, a list is provided for review prior to submitting the batch for processing. Any last-minute changes can be made and a summary provides a snapshot of the batch and estimated revenue.

Decline EFT sample

When a client’s EFT draft fails, the balance plus any applicable reject fee is recorded on their profile and can be flagged to prohibit service until the balance is paid or you can choose to provide a grace period number of days or visits before service is prohibited.