Description: Learn how to access and generate detailed financial reports that include invoice payments and refunds in Lighthouse Business Manager (LBM).
To watch more how-to videos, visit our video section.
Generate the Activity Summary Report
- Log in to Lighthouse Business Manager.
- From the left navigation menu, select Reporting > Reports.
- From the "Select a Report" dropdown, choose Activity Summary.
- Select the date range you want to review.
- Select Generate.
- In the Estimated Daily Deposit section, locate:
- Invoice Payments: Displays the total payments collected through Shift4 Invoices.
- Invoice Refunds: Shows refunds issued for invoices within the selected date range.
Note: Invoice payments reflect total transactions processed through invoices and are not included in sales or tax totals.
Generate the Financial Overview Report
For another view of invoice payments and refunds, run the Financial Overview Report.
- Return to the "Select a Report" dropdown.
- Choose Financial Overview.
- Select your preferred date range.
- Select Generate.
- Locate Invoice Payments and Invoice Refunds in the Estimated Daily Deposit section.
These reports clearly summarize invoice-related transactions, helping you track payments and refunds efficiently.
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