Viewing Invoice Transactions and Adding Notes
    • 31 Jan 2023
    • 1 Minute to read

    Viewing Invoice Transactions and Adding Notes

    Article summary

    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, select an invoice that has a PAID status.

    recent invoices list

    Once you've selected the invoice you want to review, you can click on Transactions from the menu on the left-hand side of your screen.

    transactions menu button

    You can now view the transaction details for that invoice.

    credit card transactions

    Adding Notes

    To add notes to an existing invoice, click on the Invoices option under the Invoicing section of Helcim Commerce. From here, select the invoice you want to add a note to from the list of recent invoices.

    existing invoices

    Clicking on the invoice will open up 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.

    notes from menu

    This will open a text box where you can add your comments to the invoice. Click on the Add button to save the note.

    add new comments to invoice

    If you would like your customer to be able to view the note, or if you need to delete a note, click on the three dots in the top right-hand corner.

    customer note


    You can now toggle the Make Public button On or click on the Trash Can to delete the note.

    make customer not public or delete

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