Lili's Invoicing

Creating an invoice from the Lili app is fast and simple! Just follow these steps:

1. Log into your Lili app and navigate to Main Menu > Create a new Invoice > Add A New Customer
2. Enter your customer’s name and email address and press "Create A New Customer"
3. Enter any billable items or services you want to be included in the invoice and the amount 
4. Once you’ve entered all billable items, enter payment terms and choose how you’d like your customer to pay you 
5. You’ll be able to review the information you’ve provided and then share the invoice by email or other channels  

Can I customize my invoices?

Yes, you can perform the following customizations to your invoices:

• add a business logo to your invoices
• select whether to add your bank account details (for ACH payments), and/or your name and address (for check deposits)

To add your logo to your invoices:

• tap on the Settings icon located in the upper right corner of "Invoices" screen (Main Menu > Invoices)
• choose "Design your invoice"
• tap to upload a logo image

To select the payment details that will appear in your invoices:

• tap on the Settings icon located in the upper right corner of "Invoices" screen (Main Menu > Invoices)
• choose "Set Invoice Details"
• select the desired option(s)

Note: When creating your first invoice, these settings will be accessible from: Main Menu > Create a New Invoice (the last step, when creating your first invoice, will be a setup wizard that enables you to customize your invoices and connect payment apps). 

How can I have my invoices paid?

Lili offers a payment solution for business customers. You can connect up to three payment options and include them in your invoices:

• Credit or Debit Card (via Stripe integration) - fees applied by Stripe
• Bank transfer (ACH) (via Stripe integration) - fees applied by Stripe
• Paypal (link to your Paypal account)
• Venmo (link to your Venmo account)
• Cash App (link to your Cash App account)

The payers of your invoices will receive a link to pay, using the options you selected. 

To select the payment options that will appear in your invoices:

• tap on the Settings icon located in the upper right of "Invoices" screen
• choose "Select Payment Options"
• select the desired option(s)

In addition to the above payment options, you can receive payments via one of the payment details you selected to show in your invoices (as explained in the "Can I customize my invoices?" section above).

Note: When creating your first invoice, these settings will be accessible from: Main Menu > Create a New Invoice (the last step, when creating your first invoice, will be a setup wizard that enables you to customize your invoices and connect payment apps).

Can I cancel an invoice after it’s been created?

Yes! You can do this by navigating to Main Menu > Invoices, choosing a specific invoice, and from the top-right menu selecting “Cancel Invoice.”

Can I duplicate an invoice?

Yes! You can do this by navigating to Main Menu > Invoices, choosing a specific invoice, and from the top menu selecting “Duplicate Invoice.”

Can I resend an invoice?

Yes! You can do this by navigating to Main Menu > Invoices, choosing a specific invoice and from the top menu selecting “Send via email again.”

What happens when my invoice is paid?

You will have to manually mark the invoice as paid in the Lili app. You can do this as follows:

• navigate to the Main Menu
• choose "Invoices"
• choose a specific invoice
• select the "Mark as paid" option found at the bottom
• On the next screen, you're given the option to "Choose a method" of payment for your records
• choose "Confirm"