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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 their 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 No 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.

Printing Orders

You can print off a detailed record of each order by clicking on the Print button next to the order. This will create a printable PDF for you.

Related Articles

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

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