Kaitlin
Articles
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Stripe Application
In this article:Required Information for Stripe SetupSetup Stripe in LMN🎥 Video: Getting Started in Stripe Required Information for Stripe Setup USA Accounts Business Information ✔ Legal bus...
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Price List | Best Practices
In this article:Set TaxesSet Equipment ItemsSet Material ItemsProduction Rates & Work Area Templates Set Taxes Navigate to: Price List > Taxes Click + Add New Enter the Name and Description of t...
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Create an Invoice
In this article:Create an "Ad Hoc" or One-Time InvoiceInvoice from Service Estimates (Maintenance) Billing Types Generate Service Invoices Edit Service Invoices Video: Invoicing...
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LMN Pay with Fiserv & Payrix | FAQ
⭐️ As of March 2026, LMN Pay has switched to Stripe as the primary merchant provider! Stripe is a globally trusted payments platform that lets you process cards and bank payments securely and seaml...
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Service vs. Standard Estimate: Which Should I Use?
LMN offers two types of estimating - Service estimate (ie. recurring work such as Maintenance) or a Standard estimate (ie. non-recurring projects such as construction). See characteristics of each ...
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LMN Pay Settings | Stripe
In this article:Stripe Payment SettingsStripe Account Management 🎥 Video: Stripe Payment SettingsAction(s) Required in Stripe Stripe Payment SettingsOnce you have been successfully approved for a n...
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Jobs Tab
In this article:Job ListUpdate JobsJob GroupsScorecards Job List In LMN, navigate to Jobs > Jobs List Click any job from your list of jobs Job Info & Settings Job Overview Within the Job Ov...
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Change Orders | Best Practices
Change orders in LMN are scope additions or modifications made after an estimate is created or a job has started; they’re managed by updating estimating and then syncing the change to the job and i...
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Invoice Runs
In this article:Invoice Runs OverviewView Invoice RunsDelete Invoice RunsVideo: Invoice Runs Invoice Runs OverviewInvoice Runs is a very simple concept; it’s a collection of invoices that were all ...
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Create a Standard Estimate | Design Build/Install
In this article:Before Creating a Standard EstimateCreate a New Standard Estimate (Design Build/Install) From the CRM Contact From the Standard Estimate ListAdd Discounts to Standard Esti...