LMN Release Highlights
This release brings exciting new updates designed to streamline and improve your workflow. With the ability to designate multiple billing contacts, send invoices to several recipients at once, and customize invoice emails, managing your invoicing process has never been easier.
Analytics now includes saved and default views, meaning each one of your analytics dashboard can now be dozens of quickly accessible views. Two new Dashboards include Estimate Items and Job Costing by Parent Estimate (Change Orders & Enhancements), read more below.
Billing Contacts in CRM
You can now designate multiple Billing Contacts for each customer, ensuring that invoices reach all the right people, reducing errors, and speeding up payment processing.
What’s New:
- Multiple Billing Contacts: Designate more than one billing contact for each customer in the CRM, ensuring that invoices automatically reach the correct people, particularly useful for larger accounts.
- Streamlined Communication: Billing contacts will automatically be suggested when sending an invoice, making the process faster and more accurate.
Email Invoices to Multiple Recipients
Now you can send invoices to multiple recipients at once, using the default Billing Contacts or selecting from all available contacts. This makes it quick to invoice everyone at a household or including the billing team for commercial clients.
What’s New:
- Send to Multiple Recipients: Easily email invoices to multiple recipients by selecting from suggested billing contacts. This feature allows for greater flexibility and faster invoicing, especially for larger clients.
- Add CC or Bcc: Quickly cc or bcc other members of your team from a list of LMN users.
- Attach PDFs: With automated invoice processing becoming more prevalent, attaching a PDF invoice to the email becomes key, now you can do so with just a quick toggle.
- Reminders: Billing contacts, attachments, CC and Bcc work with invoice reminders, too!
Customize Invoice Emails
Now you can customize the emails that go out with your invoices. Whether you need to adjust the subject line, email body, or add additional recipients, this feature gives you the flexibility to tailor your messages when necessary.
What’s New:
- Personalization Options: Customize the subject line and body of the email that accompanies each invoice, giving it a personal touch.
- Send Me Preview: Before sending, you can preview the email to make sure everything looks just right.
Customized Invoice Reminders
We’ve enhanced our invoice reminder functionality to give you the same level of control and personalization as your original invoicing process, helping you manage payment follow-ups more effectively.
What’s New:
- Customizable Recipients: Target the right billing contacts every time by selecting specific recipients for your reminders.
- Personalized Messaging: Tailor the subject line and body of your reminder emails to create more meaningful, personalized communication—just like you do with your invoices.
- Cc and Bcc Options: Keep your team or key stakeholders informed by adding them to the Cc or Bcc fields with ease.
- Attach PDFs: Include PDF copies of your invoices with reminders, ensuring clear, accessible details for your contacts.
With these updates, invoice reminders are now as flexible and customizable as your invoicing process, making it easier to stay on top of payments and maintain healthy cash flow.
See Invoice Views and Invoice Email Opens within ‘Portal Activity’
When tracking down customers and payments, insights into if they’ve seen or interacted with your invoices becomes critical on those conversations. Now get insights into if customers have seen your invoice email and clicked to view the invoice.
What’s New:
- Invoice Email Viewed: Check if an invoice email has been viewed by your customer's contacts. Each view is recorded in the Customer Portal's "Portal Activity" panel.
- Invoice Email Clicked: Track when one of your customer’s contacts clicks the ‘Review and Pay’ link within an invoice email.
- Detailed Activity Records: For each instance of an email or invoice view, the activity log provides the email address of the contact and the associated invoice number, offering clear visibility into customer engagement.
This feature helps you stay on top of your invoicing process and can help inform customer follow-ups by providing visibility into whether your customers are receiving and reviewing their invoices in a timely manner.
New Dashboards, Saved Views, and Improved User Interface
This release introduces powerful new tools designed to streamline your workflow and provide clearer insights into your business. With Saved Views for quick access to frequently used data setups and two New Dashboards focused on project and resource management, you’ll have the critical information you need to make smarter decisions, faster. Alongside these functional improvements, updated visuals make it easier to interpret your data and act on key trends with confidence.
What’s New:
- Saved Views: Save your most frequently used filter combinations and dashboard views for quick access,
allowing you to easily reload your favorite data setups with one click.
- Analytics users can now access their Saved Views from any dashboard.
- Set a default dashboard to have it load each time you open the dashboard
- Quickly switch between your saved views by clicking on My Views
- New Dashboards:
- Job Costing by Parent Estimate: You can now view job cost reports grouped by parent estimate. If your estimates have a relationship set to enhancement or change order these estimates and their jobs will now group together for simpler reporting of all estimate & job data for the “Related To” or “Parent” estimate. Formerly called Job Cost Listing by Parent (Beta).
- Estimate Item Analysis: Now report on the detailed line items in your estimates be they materials, equipment, labor, subs, or other giving you insight into what is being proposed or sold across multiple estimates. Formerly called Estimate Item Listing (Beta).
- UI Improvements: We’ve updated the color schemes and visual consistency across dashboards to enhance the readability of your data. These changes make it easier to interpret important metrics and trends at a glance.
With these updates, LMN Pro 24.10 is designed to enhance your invoicing workflow, provide greater accuracy, and offer powerful new tools for analyzing and managing your business operations.
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