Helmbase

Invoicing & Payments

Get paid without losing the context.

Every invoice stays linked to the client, project, and milestone it came from — so getting paid doesn't mean leaving the relationship behind in another tool.

Every invoice, in context

Know what's paid, what's overdue, and what's next.

Filter by payment pending, overdue, or paid. Every invoice shows the client it belongs to and the project it billed — no separate spreadsheet to reconcile against.

  • Deposit, milestone, and one-off invoices, all in one list
  • Filters for payment pending, overdue, and paid
  • Mark an invoice paid manually, or let a payment come in automatically
app.helmbase.app/invoices

Invoices

+ New invoice
All 4Payment pending 1Overdue 1Paid 2

INV-0004

Taylor Brooks

$1,400.00Overdue

INV-0003

Morgan Chen

$850.00Paid

INV-0002

Jordan Lee

$3,500.00Unpaid

Built in

Everything billing touches.

Deposit invoices

Generated automatically from a signed proposal's deposit percentage.

Milestone invoices

Bill a completed milestone in one click, right from the project.

Recurring invoices

Set up ongoing retainer billing on a weekly, monthly, quarterly, or yearly interval.

Automated reminders

Overdue invoices get a nudge without you having to remember to chase them.

Receipts

A receipt generated automatically the moment an invoice is paid.

Payment status

Paid, unpaid, overdue, or cancelled — always current, always tied to the client.

Run your client operation with Helmbase.

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