Lili's Invoicing – Lili Banking

Does Lili offer invoicing?

As a Lili Pro customer, you can create and send an unlimited number of invoices from your Lili app. To create a new invoice, tap the Main Menu > Create a new Invoice.

Can I save my customers invoicing information?

Yes, you can save your customer's information for future invoicing! All you will need is the customer's name and email address. You can also add a phone number and a billing address. If needed, you can update or delete their information.

How do I create an invoice through Lili?

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

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

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

Yes! You can do this by navigating to Main Menu > All 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 > All 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 > All 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 by navigating to Main Menu > All Invoices, choosing a specific invoice and selecting the "Mark as paid" option found at the bottom. In the next screen, you are given the option to "Choose a method" of payment for your records, and then choose "Confirm."