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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 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 All your invoices, your Due Invoices and the Overdue invoices that still need payment.

Due Invoices

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 or send bulk Pay Now Emails to customers.

Once you’ve selected Collect Payments, select the invoices you want to process a payment for and click on Next. Now you can choose how you want to action the due invoices. You can either collect payment or send pay now emails for the outstanding invoices.

Collect Payments
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 to collect the payment.

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 Pay Now Email. 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.

If you have set payment terms for an invoice the status will change to Overdue if the invoices is still unpaid after the due date has passed.

Related Articles

An Overview of Helcim Invoicing
Types of Invoices You Can Create
Creating an Invoice
Editing an Invoice
Viewing Invoice Transactions and Adding Notes
Existing Invoice Actions
How to Process a Payment for an Invoice
Using the Invoice Theme Designer
How to Import or Export Invoices
Using the Order Manager
Using Pay Now Buttons
How to Use Recurring Invoicing

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