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Viewing Invoice Transactions and Adding Notes

Viewing Invoice Transactions

If you want to check on the payment details for an invoice that had already been paid, you can view the transaction details through the Invoices section of Helcim Commerce.

To review the transaction details, select an invoice that has a PAID status. Once you’ve selected the invoice you want to review, you can click on Transactions from the menu on the left-hand side of your screen. You can now view the transaction details for that invoice.

Adding Notes

To add notes to an existing invoice, click on the Invoices option under the Invoicing section of Helcim Commerce. From here, select the invoice you want to add a note to from the list of recent invoices. Clicking on the invoice will open up a preview of the invoice and a menu for additional options on the left-hand side of your screen. Select Notes from this menu to add a comment. This will open a text box where you can add your comments to the invoice. Click on the Add button to save the note. If you would like your customer to be able to view the note, or if you need to delete a note, click on the three dots in the top right-hand corner.

You can now toggle the Make Public button On or click on the Trash Can to delete the note.

Related Articles

An Overview of Helcim Invoicing
Creating an Invoice
Editing an Invoice
Existing Invoice Actions
Managing Due Invoices
How to Process a Payment for an Invoice
Using the Invoice Theme Designer
How to Import or Export Invoices
Types of Invoices You Can Create
Using the Order Manager
Using Pay Now Buttons
How to Use Recurring Invoicing
Creating an Invoice for Services
Using Deposit Requests

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