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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. Clicking on the invoice will open the invoice details and a side menu on the right-hand side of your screen where you can select Edit Invoice. Selecting Edit Invoice 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.

Related Articles

An Overview of Helcim Invoicing
What Types of Invoices Can I Create?
Creating an Invoice
Viewing Invoice Transactions and Adding Notes
Existing Invoice Actions (View, Print, Create, Email, Duplicate, Email Due Reminder)
Managing Due Invoices
How to Process a Payment for an Invoice
Using the Invoice Theme Designer
How to Import or Export Invoices

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