Invoicing

Create and send professional invoices

Create professional invoices directly in Helm. Pull in tracked time automatically or add custom line items for fixed-fee work.

Creating Invoices

Build invoices with:

• Line Items - Services, products, or time entries
• Tax Rates - Apply tax percentages as needed
• Notes - Payment terms and additional information
• Due Date - When payment is expected

Invoice Status

Track where each invoice stands:

• Draft - Still being prepared
• Sent - Delivered to the client
• Viewed - Client has opened the invoice
• Paid - Payment received
• Overdue - Past the due date

From Time Entries

Select billable time entries and convert them directly into invoice line items. Rates are applied automatically based on project or workspace settings.