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Using the Order Manager

Use the Helcim Order Manager to keep track of your incoming online orders, outstanding invoices, and to help you stay organized.

To view the order manager, click on Invoicing and Order Manager after you have logged into your Helcim account. You will now see an overview of your orders and the associated status. On this page, you can see all of your orders for the past seven days. If you would like to view a different time period, simply adjust the date range using the calendar at the top of the page.

From this page, you can tab between the different order status options by clicking on the status you want to view.

If you want to change the status of an order, for example, an order that is Due, simply select the order you want to change. You can move multiple orders at once by selecting more than one order. Next, click on the Change Status button at the top of the page and use the drop-down menu to find the new status you want to apply. A pop-up will ask you to confirm the change, click Yes to change the order status, or Cancel to return to the previous screen. You will now be able to find the order under the new tab and its status will be updated to reflect its new status.

How to Edit, Print, and View Orders

If you would like to change the status of an order, edit the details, or print the order you can do so quickly by clicking on the order from the order manager list.
Status: Use the drop-down menu to change the staus of the order
View: Click on View to preview the order
Edit: Click on Edit to navigate to invoicing and make changes to the order
Print: Click on Print to print a copy

Click on Save Status to apply any of your changes.

Related Articles

An Overview of Helcim Invoicing
Creating an Invoice
Editing an Invoice
Viewing Invoice Transactions and Adding Notes
Existing Invoice Actions
Managing Due Invoices
How to Process a Payment for an Invoice
Using the Invoice Theme Designer
How to Import or Export Invoices
Types of Invoices You Can Create
Using Pay Now Buttons
How to Use Recurring Invoicing
Creating an Invoice for Services
Using Deposit Requests

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