Create an Invoice

Description: Learn how to create and send invoices to your customers directly from Lighthouse Business Manager (LBM). You can select existing customers and items or add them as needed during the process.

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

Note: Invoicing features are not available on SkyTab POS.

How to Create an Invoice

1. Log in to Lighthouse Business Manager (LBM) and select Invoicing > Overview.
   
2. Select + Create Invoice.
   
3. Enter the invoice details:
   
   • Currency: Select the currency for the invoice.
   • Invoice Due Date: Choose a due date using the calendar.
   • Customer: Select a customer from the dropdown list.
     Note: If the customer has not been added, use the link to navigate to Customers and create a new one.
   • Items: Select items or services to include on the invoice.
     • Use + Manage to choose from existing items and select Apply.
       Note: If the item has not been added, use the link to navigate to Items and create new ones.
4. Review the invoice preview. A preview of the Payment Page and Invoice PDF appears on the right side, allowing you to confirm details before sending.
   
5. Choose an action:
   • Select Save Draft to save the invoice and send it later.
   • Select Send Invoice to send the invoice to the customer immediately.
   • Select Delete to discard the invoice

Notes:

• Customers and items must be created before they can be selected, but you can add them during invoice creation using the provided links.
• Reviewing the preview helps ensure accuracy before sending the invoice.