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.
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.