Updates tagged with "Billing"
The "reference" field on orders can now be edited after order submission. Previously you could only add it during the order creation flow, but now you can also leave it blank and edit it later. This is useful if you are creating your order in Lumi and want to match it to a PO in your ERP or other software.
The reference field can be used to identify an order by an internal number or naming convention that differs from the order number created by Lumi and will appear on invoices related to this order.
Additionally, we've fixed a bug that was causing some spec information to be missing from the Items page.
Previously, invoices were paid manually in your Billing section. Now we've automated the process to streamline your workflow.
You can continue to pay invoices manually through Lumi anytime before the invoice is automatically paid.
With this release we made it faster to get your orders into production.
Instead submitting the order and payment for upfront costs separately, all the upfront costs indicated in the billing schedule of your order will be automatically debited as soon as your order is accepted. You can set the default payment method in your settings.
When you submit an order, it will be reviewed to verify that all details are correct. If everything is good to go, your upfront costs will be automatically debited from the payment method of your choice. At this point, you will receive an invoice for your records as well as confirmation of the payment. If your order requires any changes before we can accept it, we will be in touch with you and no payment will occur.
Subsequent invoices for your order will continue to work as they did before.
We're starting with three report types:
Fixed "No such token" bug causing payment methods to occasionally become unlinked from accounts.
Invoice PDFs are now attached to invoice notification emails so you can save it without having to log into your account.
Consolidated billing is here! A host of new features that will make your accounting team happy. Learn more on the blog.