Manage Invoices

Description: The Invoices page allows you to view, search, filter, and manage all invoices in one place.

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

Note: Invoicing features are not available on SkyTab POS.

Access the Invoices Page

Log in to Lighthouse Business Manager (LBM) and select Invoicing > Invoices.

Invoice List

The Invoices page displays a list of all invoices with the following details:

• Invoice No: Unique identifier for the invoice
• Customer: Name of the customer
• Date Created: When the invoice was created
• Due Date: When payment is due
• Amount: Total invoice amount
• Status: Current status of the invoice

Search and Filter

Use the available tools to quickly find invoices:

• Search: Enter keywords to locate specific invoices.
• Status Filter: Filter invoices by status:
  • All
  • Deleted
  • Draft
  • Fully Paid
  • Overdue
  • Sent
  • Voided

Actions

Each invoice includes an Actions menu (three vertical dots) with the following options:

• View: Open the invoice details
• Edit: Modify the invoice (available for eligible statuses)
• Send: Send the invoice to the customer
• Delete: Remove the invoice
  Note: Deleting an invoice may be permanent and cannot be undone.

Create a New Invoice

To create a new invoice, select + Add Invoice in the upper-right corner.

For step-by-step instructions, visit the Create an Invoice article.