Create an invoice

Let's walk through the steps of creating your first invoice!

We'll cover everything from accessing the invoice editor to adding payment details and sending the invoice to your customer.

In this article

• Accessing the invoice editor

• Filling in the invoice

• Calculating totals

• Saving and sending the invoice

• Next steps

• FAQs & troubleshooting

Accessing the invoice editor

To get started, log in to your Helcim account and navigate to the Invoicing tab.

• Select All Tools

• Select Invoicing

From there, click on New Invoice to open the invoice editor.

Filling in the invoice

The invoice editor is where you'll input all the necessary information for your invoice.

Primary fields

Start by filling the following fields.

Invoice details

This is the block in the upper-left with key details about the invoice.

To access and change these, hover your mouse over the Invoice details section and click on the pencil icon.

• Issued on date: This will usually be the current date, but you can adjust it if needed.

• Paid on date: If the customer has already paid, you can enter the payment date here.

• Payment term: Specify when the payment is due (e.g., upon receipt, within 30 days).

• PO number: If applicable, enter the customer's purchase order number.

• Payment method: Choose whether the invoice will be paid by a credit card or ACH bank payment. You can also provide both options to your customer.

Adding products or services

Next, you'll add the products or services that you're invoicing for. You can either select existing products from your Helcim account or add custom items manually. For each item, you'll need to specify:

• Quantity: Enter the quantity of the product or service being purchased.

• Price: Enter the price per unit.

Calculating totals

Once you’ve added all the products and services you’d like, it’s time to determine a total for the invoice.

Add taxes

Helcim Invoicing automatically calculates taxes based on your tax settings. You can adjust the tax rate or exempt specific items from tax if needed.

To add a tax:

• Click Add next to “Tax”

• Select a tax preset from the dropdown

• Alternatively, you can select Manual and enter a custom percentage and label

• Click the Add button

Apply discounts

If you want to offer a discount on the entire invoice, you can do so in the Subtotal section. You can either use an existing discount code or create a manual discount.

To add a discount:

• Click Add next to “Discount”

• Select a discount from the dropdown

• Alternatively, you can select Manual and enter a custom percentage and label

• Click the Add button

Add shipping costs

If you need to add shipping costs to the invoice, you can do so in the Shipping section.

• Click Add next to “Shipping”

• Add a dollar amount and label

• Click the Add button

Toggle Helcim Fee Saver

If you have Helcim Fee Saver enabled, you can choose to turn it off for a specific invoice.

Saving the invoice

Once you've entered all the necessary information, click Save (in the top-right corner of the invoice) to save the invoice.

At this point, you can also attach any images or files to the invoice.

• After saving, scroll down to the bottom of the invoice

• You’ll see a separate page with an image uploader under Add Photos

• Drag an image file into the box or click browse here to upload an image

Sending the invoice

You can send the invoice to your customer in one of the following ways:

• Send a PDF copy (no payment link): click Actions and select Email PDF Copy.

• Send a payment link: click Actions and select Send Pay Now Email.

Next steps

Now that you know how to create, save, and send an invoice, it’s time to make sure you get paid for it.