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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

Selecting 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 Payment and a reminder notice of when the invoice is due.

Print

Selecting Print will open the invoice in a new window and display your computer’s printing options.

Create PDF

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 Send.

Duplicate Invoice

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.

Click on Duplicate Invoice Select Yes you are sure you want to duplicate this invoice. Selecting Yes will generate a new invoice and a new order number which you can then edit as required.

Related Articles

An Overview of Helcim Invoicing
What Types of Invoices Can I Create?
Creating an Invoice
Editing an Invoice
Viewing Invoice Transactions and Adding Notes
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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