Learn how to access and manage your recorded Payments in LMN.
In this article:
Payments Tab Overview
Navigate to Invoices > Payments
This is where you will find any payments you have accepted, whether that be an online payment from LMN Pay, or a manual payment you have entered yourself from a check or cash you received from your customer.
Utilize the filters at the top to search for payments by name, date range, status or payment method. For a more in-depth breakdown of the filters and each column on this page, see the Payments Page Breakdown section below.
💡Tip: To add a manual payment to an invoice directly from this screen, click + New. See the Add a Manual Payment to an Invoice article for more.
Export to QuickBooks
To export any of your manual or online payments to QuickBooks,
Check the box next to any new Pending payment(s)
Click the Update Status button, from the dropdown select Export to QB.
✔ This will send any selected payments over to the LMN QuickBooks Sync Tool and switch the status in LMN to Queued .
✔ Once payments are successfully sent to QuickBooks, the status in LMN will switch to Exported to QB.
⚠️ Note: Invoices must be sent to QuickBooks before you can send over a payment through our Sync tool.
💡Follow either link to see more information on Exporting Payments to QuickBooks Online and QuickBooks Desktop
Payments Page Breakdown
Search & Filter |
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Payment # | This will represent either a transaction number from an online payment from credit card or ACH or a payment number that was entered manually (e.g. a check) |
Payment Date | You can easily see the date the payment came in or was received. |
Job name & Address / Customer Name | General information about the Job, its location and the customer's name. |
Payment Total | Total amount paid by the customer? |
Payment Status | The payment status is specifically referring to whether the payment has been exported to QuickBooks or not.
Pending - A new payment that has yet to be Exported to QuickBooks
Queued - The payment has been Exported to QuickBooks and is now sitting in the LMN QuickBooks Sync Tool
Exported to QB - The payment has successfully been sent to QuickBooks |
Type | The Type column will show you if this was a payment, a voided payment, or a refund.
For ACH specific payments, the Type will show up as pending payment until fully settled, one settled, the Type will switch to Payment.
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🎥 Video: Payments List
To view a video tutorial about Payments List, click HERE
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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