Generate Invoices

Generate Invoices

The Generate page is a compiled list of your invoices that are ready to be created, all information is automatically populated here for your convenience! Additionally, deleting an invoice from your job will send the invoice back to the Generate screen to be re-created when you are ready.

1. Navigate to: Invoices > Generate
2. Select the date range you want LMN to search for invoices. 
   💡 Extending your date range is a great way to ensure no bills have been missed.
3. Select which Invoice Group you want to search for.
4. Select your Filter from the following:
   • All Billable
   • Only Monthly Charges
   • Only Billable Extras
5. Once you have selected the above, click Update. LMN will produce a list of jobs that have invoices matching your search criteria that have not been invoiced yet.
6. Check off which invoices you want to run. ⚠️ By default, they will ALL be selected.⚠️ A job with a gold flag means there is an invoice marked for review. If you click on the job, you'll see an invoice with a gold flag signaling which invoice should be reviewed carefully.
7. Click on a job to see all of the invoice-able work included in your search criteria.
   • Individual invoices can be checked ON or OFF depending if they're ready to be ran or not
   • The Service header outlines what service was performed (Contract, Activity, Service, or Hourly)
   • If you need to adjust the Quantity in your invoice to round up or down, for example, you can click the Edit button next to the invoice and change the quantity there.
   • The Total reflects your Pre-Tax Total for the invoice
   • T-Sheet indicates the status of your timesheet that invoice was pulled from. 
     ⚠️ Please note: Best practice is to only run invoices from Approved Timesheets. In Progress Timesheets will not show up here.
8. If you want to run an individual invoice and not your whole list you can do so by clicking the + Invoice button.

9. Once these invoices have been reviewed and you're ready to run them, click on the Invoice Run button at the top right of your screen.

   You're ready to export your generated invoices!

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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