guide invoices Invoice invoice list printing invoices invoice export invoice screen deleting invoice list of invoices Using the Invoices Screen

From the invoice list 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.

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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 Invoices > Change Status button in app bar (along the top of the screen)
  3. Choose the new status for all the selected invoices2019-09-16_15_52_02-LMNWeb3___Invoice_List.png
  4. Click Update 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 Update Invoices > Change Date button in app bar (along the top of the screen)
  3. Choose the new invoice date for all the selected invoices
  4. Click Update 

Preparing a List of Invoices 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 Update Invoices > Queue for Export button (located at the top of the screen)

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 top 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. Click Generate. Your invoice printout(s) will be generated - click View 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 top of the screen)
  3. Type DELETE in the confirmation box, then delete button. 

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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