Payments
Adding new invoices via the Lumanu dashboard
Click Create on the left menu bar Click Create Payment Fill in field on the right menu bar Click Add Payout Navigate under the appropriate Lumanu ...
Adding new invoices via CSV upload
CSV Format Requirements The Lumanu CSV upload requires the following column format/data in order to create an invoice: Lumanu ID Email Description Pub...
Adding new payouts via API
Create payout Get payout status Get payout transaction log Create and get webhooks Email support@lumanu.com to get set up.
Adding new payouts via vendor Payment Request
🚨 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...
Setting up QuickBooks integration
Add payouts to Lumanu -Â no action will be taken in QuickBooks Approve Lumanu payouts - a bill will be created in QuickBooks Pay Lumanu payouts - a bi...
How to edit .csv uploads
Navigate under the Payouts tab under Needs Approval Click the ‘ Upload CSV ’ button Upload your .csv document Click into the cell that needs editin...
How to edit a vendor invoice
Only unapproved invoices created by your team can be edited . Vendor-created invoices cannot be edited. To edit approved invoices --> unapprove, e...
How to fund your Lumanu account
Expense Tracking - Invoices provide a clear record of the transaction, making it easier for your business and Lumanu to track expenses. Limited Payme...
How to create a funding invoice to fund your approved Payouts
💡 Users with Payor permissions can generate new funding invoices for pre-funding purposes under Finances . To see how to do so, visit this link. ...
How to apply deposits to your account
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...
Approving invoices via the Lumanu dashboard
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 Schedule a Payment
To schedule payments, your user must have Payor permissions. An invoice must first be approved in order to be scheduled to be paid. Why use schedule...
How to unschedule or cancel a Scheduled Payment
How to unschedule a scheduled payment Navigate under your Scheduled Payments tab and select the payments you'd like to unschedule. Click Unschedule ....
Where can I find a record of my workspace's canceled invoices?
Lumanu's Canceled tab is a historical log of every invoice that's been canceled for any reason within your workspace. What type of invoices are logged...
How to set up a Lumanu Zapier integration
Lumanu's Zapier integration is invite only. To access the Lumanu app in Zapier, you must use the invite link below. You must also email support@luman...
How to regenerate or disable Zapier IDs
Click on your workspace (formerly known as organization) in the top left corner, then Settings . Navigate under the Integrations  tab. Under the Z...
How to integrate Copper with Lumanu using Zapier
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...