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The invoice email carries a pay link. The customer opens it, sees the invoice, and pays by card or bank transfer inside Helcim’s payment window. The engine marks the invoice Paid the moment Helcim approves the card, and the rest follows on its own; see How payments work.

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Before you start

  • An invoice that has been sent, with a balance owing. The customer needs the pay link from the invoice email.
  • Nothing to open on our side. The page does the work.

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Steps

1

Open the pay link

The page shows the invoice number, the amount due, the due date, the items and the balance. A paid, void or draft invoice shows its badge and no way to pay.
2

Tap Pay invoice

When the invoice has Allow Partial Payment ticked in Zoho, an amount box appears first with the balance remaining under it. Helcim’s payment window opens over the invoice; the customer pays by card or by bank transfer.
3

Read the result

A Paid badge means Helcim approved the card and the engine recorded it; Partially paid means something is still owed. Declined means the card was refused and nothing on the invoice changed. A bank transfer shows Processing until it clears, days later.

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How you know it worked

  • The page shows Paid, and our copy of the invoice reads Paid with nothing due.
  • The customer has “Payment received for INV…” with the receipt attached, the work order reads Paid in the app and in Zoho, Zoho has one Payment on the invoice, and QuickBooks shows exactly one payment on it, posted by Helcim.

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If it did not work

  • Declined: nothing was recorded. The customer can try again from the same link.
  • The invoice reads Paid here but no receipt arrives: a step after the payment is failing. It is tried again, and the monitor opens an urgent condition in Sentry once it dies. See Act on a Sentry email.
  • A bank transfer pays nothing until it clears. Nothing is wrong while it shows Processing.