Collect payments faster with LMN by publishing invoices to the Customer Portal and accepting secure online payments, with immediate confirmation and emailed receipts for your customers.
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Send out a Pending or Approved invoice to your customer: navigate to Invoices > Invoice List
💡Tip: Quick Action: Click the 3 dots next to the invoice and select Send Invoice from the dropdown menu. - Click open the invoice you would like to send out
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At the top, click the Send Invoice button
- On the Email/Publish Invoice to Customer Portal window, you have the ability to send a notification to multiple recipients, customize the email you are sending, set recipients, add CC or BCC recipients, specify 'Reply To' or toggle a PDF attachment.
- When you're ready, click the Email & Publish button. Now the "Stage" of this invoice has been changed to Sent.
| Your customer will receive an email where they will be prompted to Review and Pay invoice. | On this page, they can see Invoice Details, Invoice Status, Download invoice, and pay invoice by selecting Checkout (at the bottom). On the Checkout page, you can choose between Credit Card or ACH and select Pay Now. |
✅ Once your customer pays, they will automatically receive a receipt via email. This transaction is instant, on your Invoice List, the Status will show as Paid.
Video: Receiving Online Payments
To view a video tutorial about Receiving Online Payments, click HERE
Next Steps
- Review all your incoming online payments in one place on the Payments List
- Prefer to run cards on your customers behalf? Check out how to request payment methods in the Request Payment Method article
- Sync Payments to QuickBooks Online or QuickBooks Desktop
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
Signup for our Live Webinars or learn more about attending our in-person Bootcamps HERE
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