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Payments & Financials

How to Create an Invoice

Create a manual invoice with a client, dates, line items, taxes, and optional online card payment.

Manual invoices are created under Financials > Invoice and tracked with wedding, shooter, or other invoices.

  1. Open the invoice form

    1. 1.

      In the left navigation, expand Financials.

    2. 2.

      Select Invoice. You can remain on All; opening Other first is not required.

    3. 3.

      Select Create invoice in the upper-right corner.

      Current Lemlii Invoice page with a mauve arrow and oval identifying Create invoice.
      Select Create invoice
    4. 4.

      In Create invoice, start with the client details.

  2. Select or create the client

    1. 1.

      Open Select a client and choose the client.

    2. 2.

      If they are not listed, select New customer and add their details.

    3. 3.

      Check the client’s name. Reopen the menu to change it if needed.

    4. 4.

      Enter the client’s Email address.

  3. Set the invoice dates and description

    1. 1.

      Set the Issue date.

    2. 2.

      Set Due date to the day payment is due.

    3. 3.

      Enter a short Description of work, such as the event or service being invoiced.

    4. 4.

      Check the client and dates before adding charges.

      Focused current Lemlii Create invoice window showing the complete client, email, date, and description sections without clipping.
      Client, email, dates, and description

  4. Add each charge

    Add a line for each product or service:

    1. 1.

      Enter the product or service name under Item.

    2. 2.

      Enter Qty. Use 1 for a flat-fee service.

    3. 3.

      Enter the per-unit Price and confirm the calculated Amount for that row.

    4. 4.

      Select Add custom item for each additional charge.

    5. 5.

      Remove any blank or accidental row before continuing.

  5. Review tax and the final total

    1. 1.

      Confirm the Subtotal equals the combined line-item amounts.

    2. 2.

      Review Taxes. Select Override tax only when this invoice needs a different tax treatment from the saved business default.

    3. 3.

      Confirm the final Total after any tax change.

    4. 4.

      If the total is wrong, return to the line items and correct the quantity, price, or tax before saving.

  6. Choose whether to accept a card payment

    1. 1.

      Turn on Accept credit card only when online card payment should be available for this invoice.

      Focused current Lemlii Create invoice window showing the complete Accept credit card setting without clipping.
      Accept credit card setting
    2. 2.

      If the switch is unavailable, check the Stripe connection in Settings > Business.

    3. 3.

      Leave it off to accept payment another way.

    4. 4.

      Check the payment choice before saving.

  7. Save the invoice

    Saving does not email the invoice to the client.

    1. 1.

      Select Save invoice.

    2. 2.

      Return to the invoice list and open the newly created row.

    3. 3.

      Confirm the client, issue date, due date, total, paid amount, and balance.

    4. 4.

      Use Open live invoice to review the client-facing page before sharing it.

    5. 5.

      Confirm that Edit, Download PDF, Open live invoice, and Record payment are available as expected.

Notes

  • Creating or saving an invoice does not automatically email the client.
  • The Accept credit card toggle is unavailable until Stripe is connected in Settings > Business.
  • If the form reports a missing required field, return to that field instead of changing unrelated invoice details.