Helia

How invoice routing works in Helia and where invoices are sent after approval.

How does invoice routing work in Helia?

How the invoice step works in Helia and what to do if an invoice hasn't been entered on an order.

How do I upload an invoice to an order in Helia?

What to know if you have questions about Helia's platform fees.

What are Helia’s charges and fees to our facility?

How to download a PDF copy of a delivery order from the Helia web platform for your facility's records.

How do I download a PDF of my order? [Facility]

What to do if you're seeing duplicate invoices on a Helia order.

Why are there duplicate invoices on an order and how do we fix it?

How to request access, add or remove team members, and use the activity feed and Delivery Orders page.

Invoicing & Billing

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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