![]() ![]() Add Products or ServicesĪfter you have entered the invoice details and customer information, you are ready to add your product information. Once you are done, click on Save Changes and your invoice will update to reflect the information entered in this screen. This is an easy way to quickly add customer information to an invoice. If you enter an existing customer you can click on their name to access and update their customer profile if needed. Or, if you want to use an existing customer, once you select their name from the search field, their details will automatically populate in the required fields. You can manually type in your customer's information if they do not have an existing profile and add their associated contact details, address, and shipping details using the text boxes. Use the search bar to find a Customer Name or click on Add New Customer to manually enter the information. PO Number - This field is optional, it can be used if you want to reference a previous Purchase Order submitted by a customerĬustom Fields - If you have created custom fields for your invoices they will be shown here, if you select Edit Custom Fields you will be taken to the Invoice Theme Designer to make the applicable changes Payment Terms - When payment will be due for the invoice, the default for this option can be adjust under Settings in your account Paid On (If Applicable) - If a customer has already paid for an invoice be sure to make note of it here Issued On - When are you issuing the invoice, most often this will be the current date DetailsĬlick on the Details section of the invoice to enter additional information. The default status will be due and additional options are shown above. Use the status drop-down to set the status of the invoice. The Invoice Number will be automatically generated after you click Save when you're done editing the invoice, or you can manually enter your own. For more information on the types of invoices you might create, check out our support article here. To change the type from Invoice, click on Invoice to open the drop-down menu and view the additional options. The default type will be Invoice unless you have specified otherwise in your account settings. In the top right-hand corner of the screen you can edit the invoice type, invoice number, and status. As you hover over sections you can click on them to select and edit that information. You can go through each section on this screen to enter the information specific to this purchase. You can edit which fields appear on this page by using the Invoice Theme Designer. Selecting New Invoice will open up a new invoice where you can customize the information by hovering over the different sections of the invoice. In the top right-hand corner, click on New Invoice to get started. To create an invoice, click on the Invoices tab under Invoicing in your Helcim Commerce account. Customer Information + Billing and Shipping.This article will review all sections of an invoice in detail including: In the video below you can watch a walk through of all the fields in the article and how to send an invoice. ![]() Helcim Invoicing includes a robust set of options allowing you to customize an invoice based on your business needs and the products or services you are selling. Online invoices make it easy for customers to submit a payment for their purchases. ![]()
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