Existing Invoice Actions (View, Print, Create, Email, Duplicate)
In many cases, creating an invoice is only the first step to getting paid, once an invoice has been created, you will often need to view, print, email, or duplicate the information to best serve your customers.
By clicking on an existing invoice within the
Invoices section of your Helcim Commerce account, you can perform a variety of actions including view online, print, create PDF, send email copy, and duplicate invoice.
Here is a breakdown of how to perform each of these actions:
View Online will open your invoice in a new browser window.
This will let you see what the invoice will look like for your customers. Here is an example of the online view:
You also have the option of downloading the invoice as a PDF, or viewing the notes if there are any attached to the invoice.
If the invoice has not been paid yet, you will have an additional option to
Process Paymentand a reminder notice of when the invoice is due.
You can download your invoice as a PDF by selecting ‘Create PDF’, a pop-up message will indicate that the PDF is being successfully downloaded to your device.
Send Email Copy
If you want to send a copy of the invoice by email to your customer, click on
Send Email Copy then enter their email and click
If a customer is submitting an order that is similar to their previous one, it may be faster to duplicate a previous invoice, instead of starting from scratch.
Yes you are sure you want to duplicate this invoice.
Yes will generate a new invoice and a new order number which you can then edit as required.