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    Lumenbase

    Invoices

    Core Workflow

    Track billing, payment status, and revenue events connected to deals and accounts.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 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

    FieldWhy it mattersOperational impact
    Invoice numberUnique referenceAuditability and reconciliation
    Company and contactsCommercial contextClear ownership and communication
    Issue/due datesCollection timingEarly risk detection
    Amount and currencyRevenue trackingForecast and reporting quality
    StatusPayment realityVisibility 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

    • Tracks realized revenue alongside pipeline assumptions.
    • Supports handoff from closed-won to post-sale operations.
    • Improves reporting on expected vs collected revenue.

    Invoice Workflow

    1. Create invoice from the relevant account/deal context.
    2. Confirm amount, due date, and recipient details.
    3. Send and track status progression through payment lifecycle.
    4. Update status immediately when payment events occur.
    5. 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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