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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 you can edit it by clicking on the Edit button at the top of your screen. Selecting Edit will open up the invoice fields you originally had access to when you were creating the invoice so you can make any required changes. When you are done editing the invoice select Save to apply 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
Types of Invoices You Can Create
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
Using the Order Manager
Using Pay Now Buttons
How to Use Recurring Invoicing

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