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Halyard Help Center
  1. Halyard Help Center
  2. Billing & invoices

Billing & invoices

Plans, invoices, credit notes and VAT.

  • Download an invoice You can download any invoice as a PDF, and export several at once as a CSV for your accountant. Download one invoice Open Invoices and click the invoice.…
  • Change your plan You can move to another Halyard plan at any time. Only the workspace owner can change the plan. Upgrade Open Settings → Plan & billing. Click Change plan and…
  • Issue a credit note A credit note cancels all or part of an invoice that's already been sent. Use one to fix a mistake or to give a customer money back. When to use a credit note…
  • Add VAT and tax IDs to invoices Halyard calculates tax on each invoice from the rates you set up, and prints your tax ID and your customer's. Add your tax ID Open Settings → Company → Tax. Add…