This job aid is designed to guide team members through the standardized process of generating invoices in LMN. By following these steps, users can create accurate invoices, ensure proper approvals, and keep financial records synchronized with accounting systems.
Steps to Generate an Invoice in LMN
Step 1: Log Into LMN
- Sign in to your LMN account using your login credentials. Once logged in, you will be directed to the main dashboard.
Step 2: Open the Job Record
- Navigate to the Jobs tab.
- Open the Job List and search for the job site by name.
- Click the Job ID to open the job record and access the invoicing tools.
Step 3: Access the Invoicing Section
- Inside the job record, locate and open the Invoicing section.
- Enter the contract details to activate the invoice process.
Step 4: Create the Invoice
- Go to the Invoice Schedule section.
- Find Invoice 1 and click the Invoice icon to generate the invoice.
- LMN will create the invoice using the linked job and contract information.
Step 5: Review and Update Invoice Details
- After the invoice is created, review all line items, quantities, and pricing.
- Use the + New Item option to add line descriptions or adjust quantities and rates if required.
- Confirm that all details match the job scope and contract terms.
Step 6: Approve the Invoice
- When the invoice is accurate and complete, open More Actions.
- Select Set to Approved to finalize the invoice for client delivery and accounting processing.
Step 7: Send or Print the Invoice
- Once approved, use the Send Invoice feature to publish and deliver the invoice to the client.
- If a physical copy is required, the invoice can also be printed directly from LMN.
Step 8: Export to QuickBooks
- After approval, export the invoice to QuickBooks for synchronization.
- This ensures consistent financial records and supports accurate accounting and reporting.
Step 9: Access Saved Invoices
- All generated invoices can be accessed at any time from the Invoicing section.
- This makes it easy to review past invoices, track payment status, and reference billing history.
Why Invoice Generation in LMN Matters
Generating invoices directly from LMN keeps billing tied to job data, contracts, and schedules. This reduces manual entry, limits pricing errors, and ensures consistency across departments.
Using a standardized invoice process improves approval control and creates a clear audit trail. Teams can quickly verify what was billed, when it was sent, and how it was processed in accounting systems like QuickBooks.
Download a PDF version of the job aide here.
