Get paid, and reconcile every dollar automatically
Helm Payments is the payment tracking app inside the Helm platform. Clients pay online from a Pay Now button on any invoice, and you record the cash, checks, and transfers you take elsewhere. Every payment reconciles against its invoice automatically, updating what is paid and what is still due without a spreadsheet.
Everything Helm Payments can do.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Pay Now on every invoice
Open invoices carry a hosted checkout button. Clients pay by card online and the invoice marks itself paid through the webhook. No portal login required.
Record offline payments
Took a check, a bank transfer, or cash? Record it in seconds with amount, date, method, and a reference. It posts against the invoice like any other payment.
Seven payment methods
Cash, check, credit card, bank transfer, Stripe, PayPal, or other. Filter and total the ledger by any method.
Automatic reconciliation
Every payment updates the invoice amount paid and amount due, and flips the status to paid once the balance clears. No manual matching.
Partial payments
Take a deposit now and the balance later. Multiple payments stack against one invoice, and the remaining due is always current.
Collection at a glance
Total received, this month, pending, and refunded across the workspace. Know what landed and what is still outstanding without exporting anything.
Linked to invoice and account
Every payment ties to the invoice it settles and the account that sent it, so the money is always attached to the relationship that owns it.
Workflows on payment received
A payment lands and a workflow fires. Post the win to Slack, thank the client, kick off delivery, or close out the project.
Wired into every other app by default.
Set Helm Payments up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Payments settle invoices and update their balance and status automatically.
Every payment ties back to the account that sent it, on the client record.
Received and outstanding totals feed the revenue and collection dashboards.
A payment received can trigger a thank-you, a Slack post, or the next delivery step.
Online or offline, it all lands in one ledger.
Send an invoice and it carries a Pay Now button. The client pays by card and the invoice marks itself paid. Took a check or a wire instead? Record it with the amount, date, and method, and it posts to the same ledger. Either way, the invoice balance updates itself and the payment is attached to the account that sent it.
No more matching payments to invoices by hand.
Because a payment is the same record everywhere else on the platform, recording one updates the invoice, the account, and your revenue totals in the same motion. Deposits and balances stack correctly, refunds are tracked, and the status on every invoice reflects what has actually been collected.
Agents chase what is outstanding so you do not.
A Billing or Payment Recovery agent watches the ledger, flags invoices that are open past due, and follows up with the client on the channel you set. When the payment lands, it reconciles and closes the loop. You see the result, not the busywork.
The difference an integrated Helm Payments makes.
Invoices in one tool, a payment processor in another, a spreadsheet to track who actually paid. Deposits and balances drift apart. Half your follow-ups go to clients who already paid, and the other half never go out at all.
One Pay Now button, one ledger for every method, and invoices that reconcile themselves. Balances are always right, agents chase what is genuinely outstanding, and you can see exactly what landed this month.
What happens when you use it.
You send an invoice to a client.
It carries a Pay Now button. The client pays by card and the invoice marks itself paid.
A client mails a check.
Record it with the amount, date, and method. The invoice balance updates and the payment posts to the account.
A client pays a 50% deposit up front.
The partial payment posts, the remaining due recalculates, and the balance is collected later against the same invoice.
A payment is recorded against an invoice.
A workflow thanks the client, posts the win to Slack, and nudges the team to start delivery.
Agents that run on Helm Payments.
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 & RetentionOperations Manager Agent
byHelmWatches capacity, profitability, and AR, surfaces bottlenecks and at-risk projects, and runs operational summaries automatically.
OperationsWorks with the rest of the platform.
Questions about Helm Payments.
Can clients pay invoices online?
Yes. Every open invoice carries a Pay Now button that opens a hosted card checkout. When the client pays, the invoice marks itself paid automatically. Clients do not need a login or a portal account to pay.
Can I record payments that happened offline?
Yes. Record cash, checks, bank transfers, or any other method with the amount, date, method, and a reference number. The payment posts against the invoice exactly like an online one and updates the balance.
What payment methods are supported?
The ledger supports cash, check, credit card, bank transfer, Stripe, PayPal, and other. You can filter and total payments by method.
How do partial payments work?
An invoice can receive multiple payments. Each one updates the amount paid and the amount due, so a deposit now and the balance later both reconcile against the same invoice, and the status flips to paid once the balance clears.
How is this different from Invoicing?
Invoicing is where you create and send the bill. Payments is where the money comes in and gets reconciled, online or offline, across every method, with the totals that tell you what has actually been collected.
Can AI agents handle collections?
Yes. A Payment Recovery agent can watch for overdue invoices and follow up with clients on the channel you choose. When a payment lands, it reconciles automatically and the agent closes the loop.
Try Helm Payments.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.