Invoicing

Create, send, and get paid on invoices

Create professional invoices, send them to clients, and collect payment online or record it manually. You can also set invoices to recur on a schedule.

Creating an Invoice

1. Click Create Invoice.
2. Choose the account and, optionally, a contact at that account.
3. Give the invoice a title.
4. Add at least one line item (description, quantity, and rate).
5. Set a due date, tax rate, and notes if needed, then save.

Line items

Add items manually, or click Product on a line to pull one from your Products catalog, which fills in the description and rate (with a tier selector if the product has multiple prices). Amounts calculate as quantity times rate. If you bill hourly, base line items on tracked time from Time Tracking.

Invoice Fields

• Account and Contact - Who the invoice is for
• Invoice number - Generated automatically from your workspace's starting number
• Title and Description
• Issue date and Due date
• Tax rate - A percentage applied to the subtotal
• Client notes and Internal notes (internal notes stay private)
• Payment terms - For example, Net 30

Invoices are single-currency and don't support line-item discounts.

Statuses

• Draft - Being prepared and editable
• Open - Issued and awaiting payment
• Partially Paid - Some payment received
• Paid - Paid in full
• Cancelled - Voided
• Archived - Hidden from the default list

You move an invoice from Draft to Open, Cancelled, or Archived yourself. Partially Paid and Paid are set automatically as payments come in. An invoice past its due date is flagged overdue automatically.

Sending & Sharing

Open an invoice to:

• Email it to the contact (or the account's email), with a PDF attached
• Share a public link the client can open without logging in (the link expires after 30 days)
• Download a PDF or Print it

Getting Paid

Online payment

If Stripe is connected, the public invoice shows a Pay Now button. When the client pays, the invoice updates itself and records the payment.

Record a manual payment

1. Open an Open or Partially Paid invoice and click Add Payment.
2. Enter the amount (it defaults to the full balance), date, and method (such as Bank Transfer, Check, Cash, or Card).
3. Add a reference or note, then record it.

Partial payments are supported; the status and balance update with each one.

Recurring Invoices

1. From an invoice's row menu, choose Create Recurring.
2. Set the frequency (weekly, monthly, quarterly, yearly, or custom) and the day it should generate.
3. Optionally set an end date or a maximum number of invoices.

Helm then generates each invoice on schedule. You can pause a schedule or use Generate Now to create the next one early.

Views & Actions

See invoices as a list or a board grouped by status, with summary totals for paid, outstanding, and overdue. Row actions include View, Edit, Add Payment, Share, Duplicate, Create Recurring, and Delete. Select several to Mark as Paid or delete in bulk.

Settings That Affect Invoices

Your company name, address, logo, VAT ID, the invoice starting number, and default payment terms come from workspace settings and appear on every invoice.

Fees

Collecting payment through Helm incurs a small volume-based platform fee on top of Stripe's processing fees. See the pricing page.