Payments

Only team members with Payor permissions can connect a bank account. Click on your Organization at the top of the Navigation bar, then Settings . C...

Under Needs Approval, click the Add button. 2. Search for the payout recipient from your contact list or enter the recipient’s Lumanu ID or email ...

CSV Format Requirements The Lumanu CSV upload requires the following column format/data in order to create a payout: Lumanu ID Email Description Publi...

Create payout Get payout status Get payout transaction log Create and get webhooks Email support@lumanu.com to get set up.

🚨 Vendors can only request payments from approved Lumanu Partners. To add a vendor as a Lumanu partner, have them sign-in or create an account via y...

Add payouts to Lumanu -  no action will be taken in QuickBooks Approve Lumanu payouts - a bill will be created in QuickBooks Pay Lumanu payouts - a bi...

PO number and Dollar amount cannot be edited within the .csv upload window Navigate under the Payouts tab Click the ‘ Upload CSV ’ button Upload you...

Only  unapproved payouts created by your team can be edited . Vendor-created invoices cannot be edited. To edit  approved payouts --> unapprove, edi...

1. Navigate under  Finances. 2. Click the ellipses in the top right corner of the screen, then  Withdraw funds . 3. Enter the amount you'd like to wit...

💡 Users with Payor permissions can generate new funding invoices for pre-funding purposes under Finances . To see how to do so, visit this link. ...

Expense Tracking - Invoices provide a clear record of the transaction, making it easier for your business and Lumanu to track expenses. Limited Payme...

Self-deposit management allows your team to: Ensure deposits are assigned to the right place Get access to your funds faster. No need to depend on Lum...

Lumanu's Canceled Payout tab is a historical log of every payout that's been canceled for any reason within your workspace. What type of payouts are l...

To schedule payments, your user must have Payor permissions A payout must first be approved in order to be scheduled to be paid Why use scheduled pa...

Approving invoices is a straightforward process within your Lumanu account. Follow the steps below to approve invoices and initiate payouts. Log in to...

How to unschedule a scheduled payment Navigate under your Scheduled Payments tab and select the payments you'd like to unschedule. Click  Unschedule ....

Lumanu's Zapier integration is invite only. To access the Lumanu app in Zapier, you must use the invite link below.  Lumanu's private Zapier invite li...

Click on your workspace (formerly known as organization) in the top left corner, then Settings .  Navigate under the  Integrations  tab.  Under the Z...

Lumanu's Zapier integration is invite only. To access the Lumanu app in Zapier, you must use the invite link below.  Lumanu's private Zapier invite li...