Create an Invoice

Description: Create a new invoice by adding customer details, product information, and pricing, with the option to send an email notification to the customer.

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1. Log into Lighthouse Business Manager and select Invoices which takes you to the dashboard.
   
2. Select + Add New in the top right of the dashboard. This opens the invoice creation form.
   
3. Search for an existing customer using the dropdown list or select Quick Add to enter a new customer's details, including name, email, phone number, and billing address.
4. Select pre-built payment terms such as Net10, Net15, or Net30, which automatically set the due date. Select Due on Receipt if payment is required immediately.
   
5. To schedule an invoice for a later date, select a future due date to ensure it is not processed until then.
   
6. Enter the PO number in the designated field if the invoice requires one.

7. Select + Product or Service to add line items. Each item includes:
   

   • Product Number: A unique identifier for the product or service.
   • Description: A brief explanation of the item being billed.
   • Price: The cost per unit.
   • Quantity: The number of units being billed.
   • Total: The total cost based on quantity and price.

   The invoice automatically calculates the subtotal, taxes, and total amount due.

8. Enter billing and delivery addresses.
   
   • Billing Address: Used for payment validation and transaction accuracy.
   • Delivery Address: Specifies the shipping location or service destination.
9. Review the invoice for accuracy and select Save.
   • To email the invoice immediately, check the Send Email box before saving.

Once saved, the invoice appears in the Invoices Dashboard, where you can:

• Monitor its status.
• Process payments.
• Make updates if needed.