Managing Due Invoices
Collecting payments is an important part of managing your business, so we’ve made it easy for you to see what invoices are waiting to be paid to help you manage your cash flow.
Under the Invoicing section of your Helcim account click on
Manage Due Invoices to see which invoices are waiting to be paid. This will take you to an overview page of outstanding invoices.
On this page, you can switch between viewing your
Due Invoices and the
Queue Administration screen.
The arrows in the screenshot above show the actions you can take on this page. Use the calendar function to sort through your due invoices if you want to view invoices within a specific date range, or click on
Collect Payments to pay an invoice.
Once you’ve selected
Collect Payments, select the invoices you want to process a payment for and click on
Now you can choose how you want to action the due invoices. You can either collect payment or send due reminder emails for the outstanding invoices.
If you’re ready to collect payment for the invoice, leave the action drop-down as
Collect Payments and specify which terminal you want to process the payment through.
Next, click on the
Process button in the top right-hand corner of your screen.
You will be taken to a new screen that shows you the status of the payment and if the transaction was successful. An email confirmation confirming the invoice is now paid will also be sent to your inbox.
Send Due Reminder Emails
If you want to remind the customer that they have an outstanding invoice, click on the
Collect Payments button in the top right-hand corner of the
Manage Due Invoices page, select the invoice you need, then instead of selecting collect payments from the drop-down, select
Send Due Reminder Emails.
Next, click on
Send Emails in the top right-hand corner of your screen.
A message will pop-up on the side of your screen confirming the email has been successfully sent to your customer.
Clicking on the
Queue Administration page will let you review when the outstanding invoices were processed and what their current status is.