How to Create and Process a Trade Show Invoice in Luminous

This guide walks you through the process of creating and processing a customer invoice at a trade show using Luminous. With a tablet or similar device, you can efficiently collect company information, create invoices, and charge customer credit cards on-site.

Step 1: Access the Sales Invoice Page

1. Open Luminous on your tablet or laptop.
2. Navigate to the Sales tab and select Invoices.

Step 2: Create a New Invoice

1. Click Create Invoice.
2. Fill out the necessary details:
   • Customer PO Number: Input the purchase order number.
   • Invoice Date: Automatically set to today’s date but can be adjusted if needed.
   • Request Ship Date: Specify the date for warehouse shipment.

Step 3: Add Company Information

1. Use the form to enter:
   • Company Name: Create a new company profile if one doesn’t exist.
   • Client Type and Sales Rep: Assign relevant details.
   • Business and Shipping Address: Include accurate addresses.
   • Additional Notes or Tags: Add any relevant details to the invoice.
2. Save the company profile.

Step 4: Add a Payment Profile

1. Under the Payment Profile section, input customer payment details.
2. If your payment processor is linked to Luminous:
   • Add the customer’s credit card information directly into the system.
   • Save the payment profile for future use.

Step 5: Add Items to the Invoice

1. Use Templates:
   • Select a pre-built invoice template if applicable.
2. Custom Invoice Creation:
   • Manually add items by browsing inventory directly from the sales invoice page.
   • Check inventory availability at your warehouse as you add items.

Step 6: Finalize and Process the Invoice

1. Review the invoice for accuracy.
2. Save the invoice.
3. Proceed with the payment process:
   • Charge the card on file or add a new payment method if needed.

Step 7: Push the Order to the Warehouse

1. Once payment is processed, the invoice can be pushed to the warehouse for fulfillment.
2. The warehouse team will use the details, including the requested ship date, to process the order.

Additional Tips

• Real-Time Inventory Visibility: View inventory numbers in your warehouse while creating the invoice to avoid overcommitting stock.
• Tablet-Friendly Workflow: Ensure your device is ready for trade show operations with Luminous preloaded for quick access.
• Custom Templates: Prepare invoice templates ahead of time for commonly sold products to streamline the process.

By following these steps, you can efficiently create and process invoices on the go, enhancing the trade show experience for your customers.