How the invoice step works in Helia and what to do if an invoice hasn't been entered on an order.
All orders processed through Helia — including the invoice step — should be completed within the platform. This ensures your facility maintains a clean, complete audit trail from delivery order through to payment, and that every transaction is properly reconciled in your ERP.
For integrated workflows:
Invoice data is passed along automatically between your ERP and the supplier's system. No manual entry is required — the process is seamless once the order is approved and a PO has been issued.
For non-integrated workflows:
Invoices are entered by the supplier directly in Helia. Once an order is approved and a PO has been issued, the supplier logs into Helia and enters their invoice number on the order to complete the transaction.
All suppliers onboarded to Helia have been set up to complete this step — it's a standard part of their workflow. If an invoice is missing on an order, simply direct the supplier back to Helia to complete it. They'll open the order, find the Enter Invoice Number step, and enter the number.
If after redirecting the supplier the invoice still isn't being entered or there's an issue preventing it, submit a ticket by clicking the chat icon in the bottom right corner, include the DO# and invoice number and our team will look into it.
Note: If a supplier is sending invoices outside of Helia, kindly redirect them back to the platform — all transactions should be completed within Helia regardless of the circumstance.
Still need help? Click the chat icon in the bottom right corner to submit a ticket.