To create a new invoice, log into Lumino and navigate to Invoices from the left-hand navigation menu.

On the Invoices page, click + Create Invoice in the top-right corner to open the invoice creation flow.

You will first need to select a customer. You can search for and select an existing customer from your customer list.

If the customer has not yet been created, you can create one directly within the invoice creation flow. Click into the Add Customer search field, then select + Add New at the bottom of the dropdown display. This will allow you to create a new customer without leaving the invoice creation page.

After selecting or creating the customer, add one or more products to the invoice. You can search for products that have already been created or navigate to your product catalog using the link under the products section.

Once products have been added, you can configure the payment schedule for the invoice.

Using the Due Date functionality, you can select when the invoice payment will be due.

You can also choose whether a deposit is required. If a deposit is enabled, you can:

In addition to deposits, you can configure the invoice to be split into multiple payments.

Invoices can be divided into:

You can also choose the payment frequency:

By default, Lumino will split the payments equally based on the number of installments selected. However, each payment can also be customized individually.

For each installment, you can define the amount as either:

This allows you to build a payment structure that best fits your billing needs.

As the invoice is being built, you can preview it on the right-hand side of the screen.

You can view the invoice in multiple formats, including:

If installment payments are configured, you can also choose which installment you want to preview.

If needed, you can hide the preview pane during setup. To display it again, click Preview using the eye icon in the top-right corner.

Once the invoice has been fully configured, click Finalize and Send.

This will send the invoice to the customer and display a confirmation notification in the top-right corner.

After invoices have been created, you can return to the Invoices page to view and manage them.

Invoices can be filtered by the following statuses:

You can also use the search functionality in the top-right corner to locate a specific invoice.

To edit an invoice, locate the applicable invoice on the Invoices page.

Click the pencil icon on the right-hand side.

Make the necessary changes, then click Save Changes in the top-right corner.

Once saved, a Changes Saved notification will appear in the top-right corner.

Only invoices in Draft status can be deleted.

To delete a draft invoice, locate the invoice and click the trash can icon on the right-hand side.

A confirmation prompt will appear asking you to confirm deletion.

Once deleted, the invoice will display as deleted.

If an invoice has already been sent but should no longer be payable, it can be voided.

To void an invoice, locate the invoice and go to the Actions section on the right-hand side.

Click the Void option, shown as a circle with a line through it icon.

Voiding an invoice does not remove it from the invoice list, but it does prevent it from being paid moving forward.

If an invoice has already been paid and needs to be refunded, navigate to Transactions.

Refunds or voids for paid invoices must be handled from the Transactions section rather than from the Invoices page.