guide invoices invoice list export invoices invoice date invoice status print invoice printing invoices delete invoices Using the Invoices Screen

From the invoices screen, you can open and edit invoices in your list.  But you can also use this screen to make fast changes to a list of selected invoices - like changing dates, changing statuses and more.

 

Use FILTERS to view a specific list of invoices

Using filters, you can view invoices by Invoice Group, for a range of dates, or only invoices with a specific status.

InvoiceList-Filters.png

 

Open an Invoice for Editing or Viewing

To open any invoice to view/edit the details, just click the invoice in the list.

 

Changing the Status of a List of Invoices

To change the status for a group of selected invoices, follow these steps:

  1. Use the checkboxes on the left to select the invoices you wish to edit
  2. Once you've selected all your invoices, click the Update Status button in app bar (along the bottom of the screen)
  3. Choose the new status for all the selected invoices
  4. InvoiceList-ChangeStatus.png
  5. Click OK when the confirmation screen appears

 

Changing the Invoice Date for a List of Invoices

To change the status for a group of selected invoices, follow these steps:

  1. Use the checkboxes on the left to select the invoices you wish to change the date
    • Note: you can only change the date of PENDING invoices.  Invoices that are approved, under review or exported will have to be flipped back to Pending before you will be allowed change the date.
  2. Once you've selected all your invoices, click the Change Date button in app bar (along the bottom of the screen)
  3. Choose the new invoice date for all the selected invoices
  4. Click OK when the confirmation screen appears

 

Preparing a List of Invoice for Quickbooks Export

To add a group of invoices to the queue in order to be exported to Quickbooks, follow these steps

  1. Make sure all the invoices you want to export have already had their status set to Approved
  2. Use the checkboxes on the left to select the invoices you wish to export to Quickbooks
  3. Click the Queue for Export button (located at the bottom of the screen)
  4. Click OK when the confirmation screen appears

At this point the invoices are ready for export, but they haven't been exported to Quickbooks yet.  The next time you sync your invoices to Quickbooks, these invoices will be included in the export.  Once successfully exported to Quickbooks, their status will automatically change to Exported.

 

Printing a List of Invoices

LMN isn't really designed to print/send invoices - we strongly recommend you do this from your accounting software.  However, you can print invoices if you need to - or if you find them easier to review and approve this way.

  1. Use the checkboxes on the left to select the invoices you wish to print
  2. Click the Print button (located at the bottom of the screen)
  3. Choose the Standard option, or the Letterhead option.  The letterhead option keeps the top of the page clear, in case you're printing on company letterhead
  4. Your invoice printout(s) will be generated.  When ready, a screen will popup - click Open Report to view or print your invoices

 

Deleting a List of Invoices

You can also delete lists of invoices from this screen - handy if you've made a mistake on a bunch of invoices. 

Note that you can only delete invoices whose status are Pending.  If you wish to delete invoices that are approved or under review, you must first set their status back to Pending. 

  1. Use the checkboxes on the left to select the invoices you wish to print
  2. Click the Delete button (located at the bottom of the screen)
  3. Choose OK when the confirmation message appears

The invoices you selected will be permanently deleted.  Also, any timesheet billing information or monthly invoices that were deleted will be reset to Unbilled... they will show up again for billing the next time you go to generate invoices.

 

 

 

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