Invoice Settings

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Invoice Settings

Invoice Settings Video

Invoice Settings

There are a couple of fields which will print on your Invoices and these fields are customizable by company. To set your Invoice Settings, follow the steps below:

1. In LMN, click the Settings > Invoicing > Invoice Settings 
   

2. Add the following fields, based on your company information:

   Invoice Prefix	This will be listed at the beginning of each Invoice Number.  Some companies choose to use the calendar year, while other companies may use an Alfa-Numeric code.
   Next Invoice Number	This will be the next number LMN will use for Invoicing.  Some companies choose to adjust this number based on their existing Invoicing numbering system and other companies choose to simply increase the number from one so it does not look like this is their first generated invoice.
   Default Contract Start/End Dates	When you add a contract manually in LMN, by default LMN will go by the dates indicated here.  You will have the opportunity to adjust these dates in the LMN Contracts specifically.  You will need to change these defaults as the season/estimating times change (ie. when you begin creating your Snow Jobs, it may be worth changing your Default Contract dates).
   Default Invoice Terms	How many days before the invoice becomes "overdue".
   Invoice Note (1, 2 and 3)	Invoice Notes will allow you to add text to your printed Invoices.  Some companies choose to use these fields for Tax Numbers, Business Identification Number, Association Memberships, etc.

Invoice Settings Video

To view a video tutorial about Invoice Settings, click HERE

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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