Our mission at Helcim is to help empower your business through education and powerful business tools. We’re proud of the software and tools that we’ve built, and everything has been designed to help your business do more and do it all from one, single platform.
The Helcim Gurus have put together a series of Helcim Tutorials to help you simplify your experience within Helcim Commerce. You can follow along with the Gurus as they walk you through different features and functions that can help you get the most out of your partnership with Helcim, resulting in your business running as smoothly as possible and being able to do more than you thought possible.
Helcim Guru Ben walks you through how to create a new order through the invoicing section of Helcim Commerce. When creating a new order, you are able to select the type of order, the currency, the order status, the time period within which you’re requesting payment, and the date issued or paid, if applicable. Once you have the order set up, you can easily add in customer information, product details, and then send the order over to the customer to request the payment.
Once you have created a new order, you may want to set up automatic email notifications, in this tutorial, Helcim Guru Ben will show you how to edit your order notification settings. Once you have created a new order you may want to email the customer directly, confirm with the customer that the order is paid, let a customer know that an order is due, or add a note to an existing order.
We hope that you found this helpful, please let us know if there are any features or processes that you’d like to see covered by the Helcim Gurus in a future tutorial. Also, be sure to subscribe to the Helcim Newsletter to receive weekly tutorials along with important updates, insightful articles, and payment processing resources that matter to you.