Invoicing software that collects itself
Helm Invoicing is the billing app inside the Helm platform. Generate invoices from tracked time or fixed line items, take payments via Stripe, support recurring schedules, handle partial payments, and track every action in an activity log. Branded PDFs. Public payment links. Agents that recover overdue revenue automatically.
Everything Helm Invoicing can do.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
From tracked time or line items
Build an invoice from unbilled time entries, fixed-fee line items, or both. Mix and match on a single invoice without juggling tools.
Stripe payments built in
Connect Stripe once. Clients pay the invoice via a hosted payment page. Funds route to your Stripe account. Payment status updates automatically.
Recurring invoices
Weekly, monthly, quarterly, yearly, or custom cadences. Set a max count if it's a fixed series. The invoice spawns on schedule.
Partial payments
Track deposits, progress payments, and split billing. Status moves through draft, open, partially paid, paid, and archived.
PDF export and public link
Every invoice exports as a branded PDF. Share by public link so clients can view and pay without a login.
Payment Recovery agent
An agent that watches overdue invoices, looks up the billing contact, references payment history, and drafts a context-aware dunning email.
Wired into every other app by default.
Set Helm Invoicing up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Unbilled time entries surface directly in the invoice builder. No CSV export.
Convert an accepted estimate to an invoice in one click. Line items carry over.
Invoices belong to an account. Payment history lives on the client record.
Payment Recovery agent drafts dunning emails in Gmail using invoice status and payment history.
Invoice and payment events can trigger workflows: mark a deal paid, nudge a project, post to Slack.
Build it from real data. Get paid online.
Invoices pull from unbilled time entries or fixed line items. Add tax. Export a branded PDF. Send it with a public payment link. Clients pay with Stripe. Status updates from draft to open to partially paid to paid, automatically. Recurring schedules spawn the next invoice without anyone remembering.
Payment Recovery. In the background.
The Payment Recovery Specialist agent watches your open invoices. When one goes overdue, it looks up the billing contact in CRM, references prior payment patterns, drafts a dunning email in your voice, and either sends it or queues it for approval based on autonomy. Your cash flow stops depending on whether you remembered to chase.
Time to invoice to revenue. One flow.
Because time entries, invoices, and payments share the same data, there is no export between your timer and your accounting tool. Invoice activities track every state change. Workflow triggers on invoice and payment events kick off the next step of your process without anyone clicking.
The difference an integrated Helm Invoicing makes.
QuickBooks or FreshBooks for invoices. Harvest for time. Stripe on the side. Every month-end you reconcile three tools, chase overdue invoices one by one, and discover half a day's billable work got missed again.
Billable time rolls into invoices. Clients pay via Stripe. Recurring schedules run themselves. A Payment Recovery agent chases overdue clients for you. Cash flow runs on autopilot.
What happens when you use it.
It's the first of the month.
Recurring retainer invoices spawn automatically. Send them in bulk or let them auto-send. Stripe collects payments.
A client sends a deposit on a larger project.
Record the partial payment. Invoice status moves to "partially paid." Balance remains on the record, visible on the account.
An invoice hits fourteen days overdue.
Payment Recovery agent drafts a contextual dunning email with a payment link. Sends after approval or automatically.
A project is completed.
Workflow fires a final invoice from the remaining unbilled time. Emails the client. Marks the project closed.
Agents that run on Helm Invoicing.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Payment Recovery Agent
byHelmRecovers failed payments with personalized three-touch outreach, and escalates the high-value accounts.
Billing & RetentionBilling Manager Agent
byHelmGenerates and sends invoices from logged work, tracks receivables, chases overdue payments, and reports cash flow.
Billing & FinanceAccount Manager Agent
byHelmRuns client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.
Client SuccessWorks with the rest of the platform.
Questions about Helm Invoicing.
How does Helm Invoicing compare to QuickBooks, FreshBooks, or Wave?
Accounting suites are built for bookkeepers. Helm Invoicing is built for the team doing the work. Time logged on a task becomes a line item. Recurring invoices run on their own. A Payment Recovery agent chases overdue clients without you thinking about it.
Which payment processors are supported?
Stripe is the native integration. Clients pay via Stripe-hosted checkout. Funds land in your Stripe account. Other processors via Composio integrations are possible, but Stripe is the supported default.
Can invoices recur automatically?
Yes. Recurring invoices support weekly, monthly, quarterly, yearly, and custom cadences, with an optional max count. The next invoice generates on schedule.
Does Helm handle partial payments?
Yes. Invoices track draft, open, partially paid, paid, cancelled, and archived states. Record partial payments manually or capture them through Stripe.
Is multi-currency supported?
Not today. Invoices use a single workspace currency. Multi-currency is on the roadmap.
Are automated reminders supported?
Today, a Payment Recovery agent is the automated reminder. It watches overdue invoices and drafts context-aware emails. A template-based rule scheduler (e.g. 'email 7 days before due date') is on the roadmap.
Try Helm Invoicing.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.