View and Edit Invoices

Description: Learn how to view and edit invoices to review details, manage payments, and make necessary updates.

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View Invoices

1. Log into Lighthouse Business Manager and select Invoices which takes you to the dashboard.
   

2. Select an invoice to review by selecting any blue-highlighted invoice number.
   
   The invoice contains key details, such as customer information, billing and delivery addresses, and a complete breakdown of the listed products and services. It also shows the invoice date, when the invoice was created or sent, and the due date, which indicates when payment is expected. A breakdown of tax rates and total tax amounts will also be displayed if applicable.

3. Located between the main invoice details and the products and services section, the Preview Payment Link provides direct access to the customer's payment page. You can select the link to preview the payment page or use the copy icon to save it to your clipboard for later use.
   
4. In the upper right corner of the invoice page, you'll find several actions you can take:
   
   • Schedule payment: If the invoice hasn’t been sent yet, you can schedule a payment for a future date.
   • Offline Payment: You can manually record the payment if the customer pays with cash or another offline method.
   • Download PDF: Save a copy of the invoice for your records or attach it to an email.
   • Void: If the invoice is no longer needed, you may be able to void it, depending on its status.
   • Send via SMS (Premium Plans Only): If you're on a premium plan, you have the option to send the invoice via text message.
   • Email Invoice: Quickly send or resend the invoice to the customer via email.

Edit Invoices

Select Edit Invoice in the upper right corner to make changes to an invoice. 

Note: Only invoices with an open status can be edited. If an invoice has already been processed or paid, you must void it instead of making edits.
Once you've made your changes, select Save Edits to apply them.

If you decide not to proceed, select Cancel to discard the changes.