How do I send invoices to my accounting department?

Members of your finance or accounts payable team can either be invited as Users or added as Billing Contacts:

  • Inviting new Users will give them full access to the billing capabilities of Lumi with the ability to view and download invoices, define payment methods and make payments, as well as setting their own notification preferences for invoices and payments.
  • Alternatively, you can add billing contacts by going to your Payment Settings. This option works best if you want to send emails to a group inbox such as accounting@domain.com, or if you want a copy of your invoices to be sent to an external accounting firm. Billing contacts do not have access to your Lumi account, but will receive notifications and PDF copies for each invoice and payment processed through Lumi.

To add a billing contact go to Payment Settings and click Add email address.

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