Creating And Emailing A New Invoice In Lifelong POS #
This guide makes it easy to create and send invoices using Lifelong POS. You’ll learn how to add items, include customer details, and email a secure payment link—step by step. Whether you’re running a busy store or managing client orders, this guide helps you save time, get paid faster, and keep your billing process smooth and professional.
Navigate to Lifelong POS #
Go to https://login.lifelongpos.com/
Access the Sales Tab #
Click on the “Sales” tab on the left hand side of the screen.
Open Invoices Section #
Click on the “Invoices” button.
Create a New Invoice #
Click on the “+ New Invoice” button.
Fill Out Invoice Details #
To create an invoice, complete the following fields:
- Location – Select the location the items are coming from.
- Employee – Choose the staff member creating the invoice.
- Customer – Select or add the customer receiving the invoice.
- Notes – (Optional) Add any relevant notes for internal use or customer reference.
Adding Items to the Invoice #
Click + Add Item for each product or service. For each item, include:
- Quantity (QTY)
- Discount Type – (Optional) Choose a percentage or fixed discount.
- Discount Value – (Optional) Enter the amount if applicable.
Review Invoice Summary #
At the bottom right of the page, review:
- Subtotal
- Discount
- Tax
- Total
Save and Confirm Invoice #
Click the “Save Invoice” button, then click “OK” to confirm.
Finding and Sending Email Payment Link #
Return to “Sales” > “Invoices”. Find the invoice and click “Email”.
Send the Invoice #
- Enter customer’s Email address.
- Select Invoice + Customer Statement email type.
- (Optional) Add a custom message in the email body.
- Check Add Pay Online Link for a secure payment link.
Customer View of Invoice #
The customer receives an email with a “Pay Now” button and a PDF copy of the invoice. They can enter their credit card details and complete the payment securely online.
