Invoicing Overview

Description: The Invoicing Overview page provides a snapshot of your invoice activity, allows you to quickly create invoices, and offers guidance to help you get started.

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Note: This feature is currently available only for Pilot users.

Note: Invoicing features are not available on SkyTab POS.

To access the Invoicing Overview page, log in to Lighthouse Business Manager (LBM) and select Invoicing > Overview.

Create an Invoice

To get started, select + Create Invoice to generate a new invoice for a customer. This allows you to quickly build and send invoices directly from the platform.

Dashboard

The Dashboard gives you a high-level view of your invoice status. It includes the following categories:

• Past Due: Invoices that have passed their due date and remain unpaid
• Sent: Invoices that have been sent but not yet paid
• Fully Paid: Invoices that have been successfully paid
• Drafts: Invoices that have been created but not yet sent

These metrics help you quickly understand the status of your outstanding and completed invoices.

How It Works

Follow these steps to start creating and sending invoices:

1. Ensure the customer is in your database: Quickly create or confirm customer details so invoices are sent to the correct recipient.
2. Set your default tax item: Configure your tax rate once, and it will automatically apply to new items.
3. Add items and services: Create products or services once and reuse them on future invoices.
4. Create and send invoices: Generate invoices in minutes and send them to customers instantly.

FAQs

The FAQs section includes answers to common questions and helpful information to support you as you create and manage invoices.