Invoices
Core Workflow
Track billing, payment status, and revenue events connected to deals and accounts.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20268 min read
What Are Invoices?
Invoices capture billing events tied to your commercial relationships. They track amounts, due dates, payment status, and collection context in one place.
Invoices bridge CRM execution and revenue operations by connecting deal outcomes to real payment behavior.
Keep invoice status current to maintain accurate account health and forecasting context.
Core Invoice Data
| Field | Why it matters | Operational impact |
|---|---|---|
| Invoice number | Unique reference | Auditability and reconciliation |
| Company and contacts | Commercial context | Clear ownership and communication |
| Issue/due dates | Collection timing | Early risk detection |
| Amount and currency | Revenue tracking | Forecast and reporting quality |
| Status | Payment reality | Visibility into at-risk revenue |
How Invoices Are Used in Lumenbase
Account management
- Payment behavior informs account risk and renewal confidence.
- Outstanding invoices highlight relationship friction points.
- Invoice history supports expansion and contract discussions.
Revenue operations
- Track realized revenue alongside pipeline assumptions.
- Hand off cleanly from closed-won to post-sale operations.
- Report on expected vs collected revenue.
Invoice Workflow
- Create invoice from the relevant account/deal context.
- Confirm amount, due date, and recipient details.
- Send and track status progression through payment lifecycle.
- Update status immediately when payment events occur.
- Escalate overdue items with follow-up tasks and notes.
If invoice status is stale, Lumo and account health insights become less reliable.
Quick Reference
Open Invoices: Sidebar → Invoices
Create invoice: Invoices page → New invoice
Track overdue: Invoices filters → Overdue
Related account context: Accounts page → company detail
Related guide: Knowledge Base → Accounts
For account-level risk operations linked to billing pressure, see Revenue at Risk.
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