Create an Invoice – LMN

In this article:

Create an "Ad Hoc" or One-Time Invoice

Invoice from Service Estimates (Maintenance)

Billing Types

Generate Service Invoices

Edit Service Invoices

Video: Invoicing Service Jobs

Invoice from Standard Estimates (Design Build)

Generate Standard Invoices

Edit Standard Invoices

Video: Invoicing Standard Jobs

Create "Ad Hoc" or One-Time Invoice

Sometimes, you may have completed a job without needing or wanting to track time on it but you would like to invoice the customer separately.

You can create this ad hoc or one-time invoice by following the steps that follow:

Navigate to: Jobs > Job List
Search for the job and click into that job
From the menu in grey, click Invoicing > Invoices
Click the + Invoice button (in the top right corner) to create an invoice
On the new screen, type in the information of what you need to charge the customer by clicking on + New Item, then choose the Crew Lead, Cost Code, Quantity, Rate and add Tax or No Tax etc.
Click the Invoice Actions button, select Set To Approve to set the invoice as Approved. The invoice should also appear in your Invoice List section.

Invoice from Service Estimates (Maintenance)

Send invoices to your customers fast, without having to setup a job. Create invoices from contract schedule payments within your LMN Estimate. This will allow you to easily collect pre-job payments (deposits) from your customers right away!

Billing Types

Billing Types are set so you know how you are charging your customers. You can set the billing types within your Service Estimates as "Per Season", "Per Hourly" or "Per Visit":

Per Season	If a service is included in a contract , it will not trigger additional billing since the cost for this service is included in your monthly invoicing.
Per Visit	This option will not be included in the contract as it will be billed when the service is completed, triggering billing outside of the monthly invoicing.
Per Hour/Unit	This option will not be included in the contract as it will be billed when the Service is selected for the exact amount of time someone is clocked into the service.

Invoice Service Estimates

Once you build contracts and generate your invoices for your completed work, there are several ways to access and edit those invoices before you get paid and make money! This article will first show you how to create invoices from your Estimates and then how to edit those invoices before you export them to QuickBooks or take payment through LMN Pay.

Generate Service Invoices

In order to invoice with LMN, you must first create a contract for the estimate.

In your estimate, open your Billing Setup tab
Click Create a Contract for this Estimate and select either:
- Calculate Payments (simple)
  - (In the example below, we will be using Calculate Payments (simple). LMN will generate all of the monthly payments based on the number of payments selected and the total seasonal price. In this case, the monthly contract has been split into 12 payments. Each payment will be separated into its own invoice.)
- Calculate Payments (by Cost Code)
Ensure that the Payment Total = the Contract Total.
When you click Recalc Payments (simple), you will see that your contract has been updated to include 12 monthly invoices with 12 separate payments.
The invoice date is set based on the date selected within the Contract Details section under Day of Month.
⚠️ If you want to change the date that the invoice goes out to your customer, click the Calendar Button and change the date OR use the dropdown within Day of Month to apply the selected date to all the invoices.
To generate this invoice, click on Invoice on the right-hand side. You will be asked if you wish to generate an invoice for this payment, choose Yes.
You can edit your invoice from this screen by simply clicking on any field that you want to edit. Once you are done editing, click the Invoice Actions dropdown to Set (the invoice) To Review status or Set To Approved status. You also have the option to Print Invoice as well. Now our estimate is set up with a contract and invoice - if you do decide to export this estimate to LMN, the invoice will already be set up.
You can also assign multiple crew leads, an account manager or salesperson within the invoice to track Staff Revenue Goals by clicking the + Assign button.

Edit Service Invoices

⚠️ The Acct#, PO# and Contract # come from the contact that you created for that job, but they are not mandatory.

🛑 VERY IMPORTANT: LMN generates an invoice # for you. When you export an invoice to QuickBooks it will also generate a QB invoice number which will translate back to the Acctng Inv# on your LMN invoice. This is because your QuickBooks invoice should take precedent for accounting purposes and we do not want to mess up that process. If you need more clarification on this please contact LMN support.

After an invoice is created you can add additional line items to it. ⚠️ This will not interfere with your original contract details from an estimating point of view. It will only affect your actual billing. You can do this by clicking the Add New Item in an invoice as show below.
The last step is to Invoice Actions > Set To Approve
And Invoice Actions > Export (to QuickBooks) if you have the security privileges to do so.
There is also a Print Invoice option which is available if you do not use QuickBooks and/or prefer to approve invoices by paper methods as shown below.

Video: Invoicing Service Jobs

To view a video tutorial about Invoicing Service Jobs, click HERE

Invoice from Standard Estimates (Design Build)

Now you can send invoices to your customers 10x faster without having to setup a job. Create invoices from contract payment milestones as well as contract schedule payments within LMN Estimating. This will allow you to easily collect pre-job payments (deposits) from your customers right away!

Invoice Standard Estimates

Once you build contracts and generate your invoices for your completed work there are several ways to access and edit those invoices before you get paid and make money! This article will first show you how to create invoices from your Estimates and then how to edit those invoices before you export them to QuickBooks for payment or complete the final transaction manually.

Generate Standard Invoices

In your estimate, open your Billing Setup tab
Click on Create a Contract for this Estimate and add payment milestones.
- In the example below, 3 payment milestones have been added to our contract.
- ⚠️ Each payment will be separated into its own invoice.
Ensure that the payment total equals the contract total.
When you click + Add Milestones (in the bottom right corner), you will see that your contract has been updated to include 3 invoices with 3 separate payments.
To set the invoice date, click on Ready. Select the date using the calendar button and then click OK.
To generate this invoice click on Invoice on the right-hand side. You will be asked if you wish to generate an invoice for this payment, click on Yes.
You can edit your invoice from this screen by simply clicking on any field that you want to edit. Once you are done editing, click the Invoice Actions dropdown to Set (the invoice) To Review status or Set To Approved status. You also have the option to Print Invoice as well.
Now your estimate is set up with a contract and invoice and if you do decide to export this estimate to LMN, the invoice will already be set up.
You can also assign multiple crew leads, an account manager or salesperson within the invoice to track Staff Revenue Goals by clicking the + Assign button.

Edit Standard Invoices