How to Generate Payment Bills for your customer on Lumi Business Inventory: A Step-by-Step Process
Learn how to effortlessly generate bills in Lumi Business Inventory by following these steps. Prior to creating a bill, ensure you've already chosen the customer's items. If you're ready to generate a bill for pending payment, here's how to do it:
Step 1: Initiating Bill Generation
Instead of proceeding directly to the check-out stage, locate and click on the 'Generate Bill' option provided in the overlay.
Step 2: Providing Customer Information
Input the customer's name and, if available, their phone number.
Ensure that at least one of these fields is filled to proceed.
Step 3: Bill Generation and Management
Successfully generate the bill with the provided information.
At this point, you have the flexibility to choose whether to print the bill or send it digitally.
Step 4: Review and Management
To review or manage the generated bill, return to the main menu by clicking the menu button positioned at the top right corner.
From the drop-down menu, select 'Bill.'
Step 5: Further Actions
Utilize the order number to conveniently locate the specific bill within the list of generated bills.
Depending on the customer's intent, you can proceed to 'Checkout' if they're prepared to make a payment or 'Cancel' if their interest in the purchase has changed.
For an even clearer grasp of the process, we've prepared a video tutorial below.
If you have any queries or require further assistance, don't hesitate to reach out to us at customerservice@enlumidata.com. We're here to support you at every stage.
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