---
title: "View invoice transactions in your Helcim account"
slug: "view-invoice-transactions-notes"
description: "Discover how to access transaction details for paid invoices and add internal or public notes within your Helcim account."
updated: 2025-06-06T22:32:45Z
published: 2025-06-06T22:32:45Z
canonical: "learn.helcim.com/view-invoice-transactions-notes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View invoice transactions

For businesses that send invoices, having clear records of payment details and the ability to add contextual notes is incredibly valuable. Your Helcim account makes managing these invoice-related transactions and communications straightforward.

This article will show you how to access payment details for your paid invoices and easily add both internal and customer-facing notes.

---

**In this article**

- [View transaction details for a paid invoice](/v1/docs/view-invoice-transactions-notes#view-transaction-details-for-a-paid-invoice)
- [Add notes to an invoice](/v1/docs/view-invoice-transactions-notes#add-notes-to-an-invoice)
- [Next steps](/v1/docs/view-invoice-transactions-notes#next-steps)
- [FAQs](/v1/docs/view-invoice-transactions-notes#faqs)

---

## View transaction details for a paid invoice

---

If you want to check on the payment details for an invoice that has already been paid, you can view the transaction details through the Invoices section of your Helcim account.

To review the transaction details for a paid invoice:

1. Open the **Invoicing** tool (via the [**All Tools menu**](https://learn.helcim.com/docs/a-tour-of-the-helcim-dashboard#the-“all-tools”-menu))
2. Select an invoice that has a **PAID** status from your invoice list.
3. Once you've selected the invoice you want to review, click on **Transaction details** from the menu on the left-hand side of your screen.
4. You can now view the transaction details for that specific invoice.

![Viewing transaction details on a paid invoice](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/view-txns-for-invoices.png)

## Add notes to an invoice

---

Adding notes to an invoice can be incredibly useful for internal reminders, customer communication, or keeping track of specific details related to that invoice.

To add notes to an existing invoice:

1. Select **Invoicing** from the [All Tools](https://learn.helcim.com/docs/a-tour-of-the-helcim-dashboard#the-%E2%80%9Call-tools%E2%80%9D-menu) menu.
2. From here, select the invoice you want to add a note to from the list of recent invoices.
3. Clicking on the invoice will open a preview of the invoice and a menu for additional options on the left-hand side of your screen. Select **Notes** from this menu to add a comment.
4. This will open a text box where you can add your comments to the invoice. Click on the **Add** button to save the note.

If you would like your customer to be able to view the note, or if you need to delete a note:

1. Click on the **three dots** in the top right-hand corner of the note.
2. You can now toggle the **Make Public** button On or click on the **Trash Can** to delete the note.

![Adding notes to invoices in the Helcim invoicing tool](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/add-notes-to-invoices(1).png)

## Next steps

---

Now that you know how to view invoice transactions and add notes, you might be interested in exploring other ways to manage your transactions.

- Learn how to [view your transaction history](/v1/docs/view-transaction-history) in your Helcim account dashboard or POS app.
- Discover how to [customize and filter your transaction view](/v1/docs/customize-filter-transactions).

---

### FAQs

**Can I view transaction details for invoices that haven't been paid yet?**

No, you can only view transaction details for invoices that have a **PAID** status.

**Where do I go to add a note to an invoice?**

You can add notes by navigating to the **Invoices** section, selecting the specific invoice, and then clicking on **Notes** from the left-hand menu.

**Can customers see the notes I add to an invoice?**

Notes are private by default. You can choose to make a note public by toggling the **Make Public** button on.

**Can I delete notes I've added to an invoice?**

Yes, you can delete a note by clicking on the three dots next to the note and selecting the **Trash Can** icon.