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Helcim Commerce » Orders and Invoices »

Sending an invoice

To create and send an invoice to a customer, an order needs to be created first. Follow the steps below on how to create the order and send the invoice.

Before sending an order, it is a good idea to make sure you have adjusted the Order Settings to your liking, and customized the theme.

 

If you have already generated the order, find the order on the Orders home screen (recent orders will be listed), or search for it using the search tools at the top of the Orders page - select the order and proceed to step 4.

 

1) Select the Orders tab and click on New Order.

 

 

2) Enter the new order details and click Save at the top. 

a. The order number is generated automatically however, you can edit or input a different order number. 

b. Select order type from the drop down menu.

c. Select the order status as INVOICE.

d. Select date issued and the payment terms using the drop down. 

e. Begin typing your customer's name in the search bar and the system will provide you with matches to select from. If this is for a new customer, select the New Customer tab where you can input their contact information.

 

 

3) The order form is automatically filled out once you have clicked Save.

a. The billing information is auto-filled based on what the existing customer has on file or what you entered in the previous step.

b. The shipping information can be marked "Same As Billing" or if the existing customer has a shipping address on file it will automatically fill out. Please remember that taxes are calculated based on the shipping address destination. 

c. If the product has already been added into the system you may begin typing in the name or the SKU of the product, you will see a list of suggestions matching your input. If you do not have the product added, you can simply type in the name and price manually. Once you have entered the product, indicate the quantity and click Add.

d. Enter the discounts and shipping methods.

e. Leave any comments in regards to the order.

The total for the order is calculated automatically with taxes and shipping fees. 

 

 

4) Once the order is saved, click on Send Email Copy in the Manage Order menu to the right of the page.

 



 

3) Enter the email address you would like to send it to and click Send Email at the top right of the page. 

 


 

4) A confirmation will show up at the top that the email has been sent.

****PLEASE NOTE: the system only verifies a correct email address format, not if the email address is valid. If the email address is invalid you will NOT get a notification. 

 

If you would like to send your customer a payment request (a link where they can pay for the invoice), please click here to see the steps.