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.
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