Helen

Invoices

Manage customer invoices, payments, reminders, and accounting sync.

Create Invoice

Accounting Delivery

How invoices stay in step with your accounting system.

Connected system

Auto Push to

Auto Pull from

Nothing is pushed or pulled while the connection is expired. Export still works.

Last push

Last pull

Manage integrations

Outstanding Amount

$48,920.00

18 open invoices

Overdue Amount

$12,460.00

5 invoices past due

Paid This Month

$34,780.00

31 payments received

Collection Rate

86%

Last 30 days

Filters

No invoices found

Adjust filters or create a new customer invoice.

Create Invoice Generate with AI

of results

Export Invoices

Format

Excel (.xlsx) CSV (.csv)

Xero's invoice import takes the CSV. The Excel file has the same columns, for checking first or for other software.

Invoices

Include invoices already exported

Xero sales invoice layout, in the template's order. One row per line item; invoice details repeat on each row.

Send Documents to Helen

Upload from this device, or send your files in by WhatsApp or email.

Drop files here

or browse this device

PDF, JPG, PNG or WEBP · several files at once

A photo holding several receipts is separated automatically.

Send files via WhatsApp

Snap a receipt on your phone and send it straight to Helen.

+65 88990650

We start the chat from this number, so you can just reply with your files.

Send files via email

Forward supplier bills and receipts to your Helen inbox.

mttgroup-x99dbn@inbox.merryday.org

Attachments are picked up automatically. Add the people allowed to send in Staff settings.

Helen reads vendor, date, amount and tax from every document she receives.

Invoices

Export Invoices

General

Customer

Notes on the invoice

Line items

Collection

Payments received

Activity

Identifiers

Extraction

Prompt this invoice was built from

Currency

Raw payload