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Invoicing directly from Lightspeed Retail (R-series)
Invoicing directly from Lightspeed Retail (R-series)
Ash avatar
Written by Ash
Updated over 2 years ago

When completing a sale in Lightspeed, you are now able to create an invoice directly from the point of sale page.

 Be sure to have a customer attached to the sale, and to have the latest version of the QuoteMachine browser extension. 

Once you select 'Create invoice', you may set your payment terms to invoice the customer based on your terms. 

You may also use an existing card on file to create the invoice and charge their card on file immediately, as seen in the photo below.

In both cases, an invoice has been created in QuoteMachine, and will be marked there as 'imported'. Next you'll notice a few options, including opening the invoice itself, or opening QuoteMachine to edit the invoice, receive payments etc. 

This feature requires the Google Chrome or Firefox extension. Click on your respective browser to download the extension if you have no already.

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