invoicing invoice invoice run print invoice invoice group Billing flag for review merge invoices merge LMN Onboarding - Invoicing

Get ready to save hundreds of hours a year (literally!) invoicing your clients for work completed. In this session, we'll guide you through setting up your LMN Time jobs for invoicing - then show you how to generate, edit, and approve invoices. From there, it's a simple export to Quickbooks for final billing.

 

Video Guide:

Invoicing settings - 2:30
Service settings - 2:52
Activities/materials settings - 4:00
Setting up jobs & services for invoicing/monthly charges - 4:50
Extra billing outside of monthly charges - 7:10
Add hourly services - 11:36
Create invoice group - 14:44
Generate invoices - 15:24
Services flagged for review - 18:15
Make a change to an invoice before run- 18:40
Run the invoices - 20:15
Open an invoice run - 21:03
Change invoice status/print invoices - 21:29
Queue invoices for export - 22:50
Manually change an invoice post-run - 24:09
Merge invoices - 25:08
Change invoice date - bulk - 27:18

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