Lunafi 30 Day Free Trial: Accounting and Invoice Automation

June 24, 2022
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Congrats! You've taken the first step to manage your freelance business more efficiently by signing up for a Lunafi free trial. You'll find that Lunafi can help you automate and manage your business finances in many ways, from bookkeeping and invoice automation to tax estimation.

You'll have access to all Lunafi features and functionality during the free trial period, including our self employed invoice generating tools. Here are some tips for getting the most out of the app during the next 30 days so you can best evaluate how your business will benefit by continuing with Lunafi at the end of your free trial period.

Automate Your Accounting

How can you genuinely evaluate a service if you don't have access to all its features? With your Lunafi free trial, you can import your actual business transactions into the app to see firsthand all Lunafi can do for you.  

1. Link your business accounts.

To use Lunafi, you need to link one of your bank accounts. You can add a bank account during the onboarding process or on the Accounts tab of the app. You can also link your business credit cards and PayPal account. Lunafi will import your transaction history without accessing your account numbers or online banking credentials. 

2. Classify as many transactions as possible. 

You can access all transactions from your linked accounts on the Transactions tab – mark your expenses as Business or Personal and your business earnings as well. With your transactions classified, you can easily see where you stand with your business finances. 

3. Create rules and put things on autopilot.

Once your past transactions are classified, you can create rules for your regular future expenses and earnings and put things on autopilot to avoid classifying every transaction manually. For example, you can create a classification rule for your income from your regular clients or your monthly subscriptions. Upcoming income transactions will be classified automatically as such.

Simplify Your Invoicing

The best way to get a feel for Lunafi's invoicing capabilities is to create as many invoices as possible. No need to schedule a time to sit down and manually generate client invoices. One of the benefits of Lunafi is how easy it is to create a self employed invoice for your clients on the go. You can quickly create invoices and easily reuse the client's information for future invoices. When invoices get paid, you simply mark them as such in the app and link the payments to your earning transactions to view your earnings by client.

Not only will trying out Lunafi's invoicing features help you see how it can help streamline your invoicing process, but it will also give you a sense of how professional your invoices can look for your clients.

Verify Your Profile Information

Since you'll be able to send out actual invoices during your trial period, you need to confirm that you entered your information into Lunafi correctly. Some of your profile information will appear on your invoices. Go to your profile, verify your email address and name are correct and enter your business name if you have one. 

Also, enter your profession and tax profile. This way, Lunafi can offer tax write-off suggestions based on your expenses and profession and better estimate your tax liability based on your classified transactions. 

Try Out Lunafi on the Go

Take Lunafi wherever you go. It's a mobile app designed to save time and money by making it easy to handle accounting and self employed invoice related tasks even when you're away from home or the office. You can quickly address these tasks between client sessions and during other spare time you have throughout the day.

Not only will you find it easier to manage your invoicing and accounting when you can stay on top of it, but you'll also save time at the end of the week because your accounting and invoicing will already be done. Who knows, Lunafi just might make you stop dreading the bookkeeping part of running a business.

Reach Out With Any Questions

Don't let your 30-day trial pass you by. By taking the time to set up your banking and client information and test drive the app with our invoice automation and accounting software, you'll be able to realize just how much time and money Lunafi can save you.So take advantage of the next 30 days to discover the many ways Lunafi can help you run your business more efficiently. 

And if you need any help? Contact us with any questions. We're here to ensure you get the most out of your 30-day trial.

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