Changelog

Updates tagged with "Billing"

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References help keep your PO numbers synced

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.

Edit order reference

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.

Automatic payment flow

Previously, invoices were paid manually in your Billing section. Now we've automated the process to streamline your workflow.

  • Three days prior to an invoice’s due date you will receive an email notification reminding you that an invoice is due soon. The notification is sent to your billing contact and the person on your team who created the order.
  • Invoices that are unpaid three days after their due date are automatically paid using the default payment method on your account.
  • You will receive an email confirmation of the payment as well as a copy of the paid invoice.

You can continue to pay invoices manually through Lumi anytime before the invoice is automatically paid.

Simplified order deposits

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.

Billing schedule

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.

Analytics

Analytics are now available in Lumi! Analytics provides more quantifiable, measurable insights about your packaging supply chain. You can read more about this release on our blog.

We're starting with three report types:

  • Orders by product category. Data can be aggregated by spending (dollar amount), by volume (quantity of units), or by order count
  • Invoices by spending category. This includes items, shipping, tooling, overs and unders, etc.
  • Shipments by location

Features:

  • Aggregate your data by month, quarter or year
  • Customize the date range
  • Drill down on a category by toggling it on or off

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.

  • View and pay invoices in the new Billing section.
  • Export invoices as PDFs.
  • Added support for almost all bank accounts in the new Payment Methods page.