What is invoicing & payments in Helium Suite?
Invoices in Helium Suite are line-item based: description, quantity, rate, and tax, generated straight from a project so figures are never re-typed. Every invoice gets a PDF export and a shareable payment link.
Payments are collected online through Cashfree, an RBI-licensed payment gateway, and recorded against the invoice automatically once they clear.
How to use it
Raise the invoice
Create line items with description, quantity, rate, and tax, tied to a project.
Send it
Share a PDF or a payment link the client can pay online, no login required on their end.
Get paid through Cashfree
Cards, UPI, and net banking are accepted; the payment is recorded automatically once it clears.
Track what is owed
See paid, pending, and overdue invoices across every client from one screen.
How it helps you
No separate invoicing tool
Line items, tax, PDF export, and payment collection all live where the project already is.
Paid faster
A payable link beats a bank transfer request buried in an email thread.
Nothing manually reconciled
Payments through Cashfree update the invoice status automatically.
Recurring billing
Set a retainer invoice to repeat monthly instead of raising it by hand every time.
Who it's for
Freelancers billing clients directly
Want a professional invoice and a way to get paid online, without a separate accounting tool.
Agencies on retainers
Need recurring invoices that go out on schedule without manual work.
Anyone tired of bank transfers
Want to collect payment through a link instead of chasing a wire transfer.
What's included
- Line-item invoices with tax
- One-click PDF export
- Online payment collection via Cashfree (cards, UPI, net banking)
- Automatic payment reconciliation
- Recurring invoices for retainers
Invoicing & Payments FAQs
What payment methods can my clients use?
Cards, UPI, and net banking, all processed through Cashfree, an RBI-licensed payment gateway.
Are invoices GST-ready?
Invoices support tax as a line item so you can add GST at the applicable rate. Use the free GST Calculator to work out the split before you invoice.
Can I set up a recurring invoice for a retainer?
Yes, set the amount and interval once and it generates and sends automatically on schedule.
Bring invoicing & payments into your workflow
Free to try. Upgrade only once you outgrow it.