Kaitlin
Articles
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Maintenance Enhancements | Best Practices
Your company might define a “maintenance enhancement” one of two different ways. This will determine the workflow. Choose a scenario below and follow the correlating workflow: A client requests add...
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Adding One-Time Online Payments with Fiserv & Payrix
Running one-time online payments against your invoices in LMN is very common practice for design build work. Follow the steps below to learn how you can run a quick one time online payment against ...
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Invoice Automation
In this article:Invoice Automation OverviewInvoice Schedule for Monthly BillingInvoice Automation for Hourly Billing Video: Invoice Automation for Hourly BillingInvoice Automation for Per Visi...
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Client & Crew Notes
In this article:Add Client Notes to an EstimateAdd Crew Notes to an Estimate Add Client Notes to an Estimate📖 Client Notes in LMN are designed to provide transparency and clarity directly to your ...
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Payouts & Reconciliation with Stripe
In this article, learn how to find, review in-depth detail and reconcile your Payouts for LMN Pay with Stripe. In this article:Payouts with Stripe🎥 Video: Payouts & Reconciliation with Stripe Payou...
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Add a Manual Payment to an Invoice with Fiserv & Payrix
Record any payments you collect yourself (like check or cash) directly on the invoice in LMN. You can apply a single payment to just one invoice or split that payment across multiple invoices.Add a...
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Manage, Email & Print Proposals
In this article:Individual Proposals Proposal Management Email ProposalBulk Proposals Bulk Proposal Management Email Proposals in BulkCustomize Default Proposal EmailsAutomated ...
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Redesigned Job Detail Page | Beta
This article will show you how to get started with the Redesigned Job Detail page in LMN — including what it is, how to turn it on, and how to use the new layout to run a job from start to finish.I...
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Refunds & ACH Rejects with Stripe
Learn how to process a refund with Stripe and LMN.In this article:Process a Refund with Stripe🎥 Video: Payouts & Reconciliation with StripeACH RejectsNegative Account Debit ProcessFAQ Process a Ref...
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Payments Tab | Fiserv & Payrix
Learn how to access and manage your recorded Payments in LMN.In this article:Payments Tab OverviewExport to QuickbooksPayments Page Breakdown🎥 Video: Payments List Payments Tab OverviewNavigate to ...