Package Includes
One-Hour Initial Consultation by Video Meeting
All services in this package pertain to setup with Helcim.com.
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Set up the promotional offer. You pay no processing fees for
the first $5,000 in charges.
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Input the business identity (have your bank account
information ready and either your Social Security Number or
Employer Identification Number).
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Connect Helcim with your bank account for automatic
deposits.
- Set up your employees who will use the system.
- Walk through PCI compliance reporting.
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Get training in how to create invoices and email them with a
pay online option.
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Secure needed access to your website if Brazzell Marketing
Agency did not design it.
The package price covers up to one hour of consultation.
Additional consultation is available on a time-fee basis and
will increase the cost. While most clients will accomplish all
objectives in the one-hour consultation, some clients will
need additional consultation.
Additional Development Work
After the consultation, Brazzell Marketing Agency works
independently and reports back to you.
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Set up your customer portal and put it on
your website. Customers can see and download past receipts,
change their payment method on file, and update their
contact information.
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Set up an online payment page and put it on
your website.
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Update your company’s DMARC email settings as needed for
PCI compliance.
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Set up payment methods, including ACH bank draft options.
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Set up the online fee saver. Clients not paying by bank
draft (ACH) pay a credit-card surcharge of about 3%, to
cover your credit card costs. This is not available in some
states.
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Set up automatic retries. If a credit card declines, try to
charge it again, automatically, three times over a week or
month.
- Brand and set up your online invoice template.
- Brand and set up your online receipt template.
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Set up automated emails to customers.
- Receipts.
- Credit card decline notifications.
- Transaction reversal notifications.
- Refund notifications.
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Automatic emails when a credit card on file is
expiring soon.
Clients can update their credit card on file
independently before their next payment is due.
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Automatic emails to alert customers of upcoming
automatic billing, such as for monthly or annual billing
plans.
Price: $399
To order, complete the form below.
