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Editing an Invoice

You can customize and change a wide variety of invoices fields to meet your business's needs.

If you need to edit an invoice once you have created it, simply click on the invoice from within the Invoices section of your Helcim account. Once you have selected an invoice it will automatically open in Edit Mode. You can preview what the invoice will look like from selecting the Preview Mode button on the top of the screen.
While in Edit Mode simply click through to the sections of the invoice you want to adjust and make the required changes. Your edits will automatically save as you go. When you are done editing select Preview Mode to view your changes.

Deleting an Invoice

If you have created an invoice that you do not need or the customer has changed their mind. Click on Edit and change the status of the invoice to Cancelled.

Related Articles

An Overview of Helcim Invoicing
Creating 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 the Order Manager
Using Pay Now Buttons
How to Use Recurring Invoicing
Creating an Invoice for Services
Using Deposit Requests

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