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Creating an Invoice for Services

You can easily create invoices for services in your Helcim account.

To get started, create an invoice as usual.

When you're ready to add services to your invoice, select Service from the drop-down menu.

You can now search for an existing service in your account, or add the service name and service description directly on the invoice.
If you select an existing service from Products and Services the description and price will automatically populate.

Continue adding services, comments, discounts etc... until your invoice is complete. You can now ready to send the invoice to a customer for payment or collect payment using the virtual terminal.

Related Articles

An Overview of Helcim Invoicing
Creating an Invoice
Editing an Invoice
Viewing Invoice Transactions and Adding Notes
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
Using Deposit Requests

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