payment publish portal Publish to Portal

Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's FREE! Meet the new Customer Portal.

Looking for in-depth Software Training on how to use the new Customer Portal? Be sure to check Academy Online!

You can publish Approved, Queued or Exported Invoices to the Portal from the Invoice list screen en masse, or from your Individual payment.

Multiple Invoices from Invoice Screen - available for LMN Pro subscribers

  1. Go to the Invoice List screen
  2. Click the checkbox beside the Invoice(s) you wish to Publish to the Portal
  3. Click Update Invoices
  4. Click Publish to Portal - Note, only Approved, Queued or Exported Invoices will be able to be Published to Portal
  5. Confirm Publish screen
    • Email Notification 
      • If you want to send your customers an email notification when Invoices are sent to Portal, ensure send customer Invoice Notification is selected
      • If you do not want to send your customers and email notification, unselect send customer Invoice Notification
    • Click Publish to move the invoices to your Customer's Portals

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Individual Payment - available for LMN Pro & LMN Basic subscribers

  1. Click the Invoice you wish to update - Note, only Approved, Queued or Exported Invoices will be able to be Published to Portal
  2. Go to the Invoice List screen
  3. Click the Invoice you wish to publish to portal
  4. Click Invoice Actions
  5. Click Publish to Portal - Note, only an Approved, Queued or Exported Invoices will be able to be Published to the Portal
  6.  Confirm Publish screen
    • Email Notification 
      • If you want to send your customers an email notification when Invoices are sent to Portal, ensure send customer Invoice Notification is selected
      • If you do not want to send your customers and email notification, unselect send customer Invoice Notification
    • Click Publish to move the invoices to your Customer's Portals

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