Editing an Invoice
  • 08 Nov 2022
  • 1 Minute to read

Editing an Invoice

If you need to edit an invoice once you have created it, simply click on the invoice from within the Invoices section of your Helcim account.

Once you have selected an invoice it will automatically open in Edit Mode. You can preview what the invoice will look like from selecting the Preview Mode button on the top of the screen to view the invoice as your customers would.

While in Edit Mode, click through to the sections of the invoice you want to adjust and make the required changes. Your edits will automatically save as you go. When you are done editing select Preview Mode to view your changes.

Delete an Invoice

If you have created an invoice that you do not need or the customer has changed their mind. Click on Edit and change the status of the invoice to Canceled.

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