This article is for Users integrated with Lightspeed Retail (R-Series).
QuoteMachine equips you with the necessary instruments for generating quotes, work orders, and invoices, boasting a robust configuration interface. Nevertheless, there are occasions where it's more expedient and straightforward to generate these documents straight from Sales taken from the Sale screen on Lightspeed Retail (R-Series).
The synchronization of Sales generated in Lightspeed as Invoices in QuoteMachine happens automatically in the backend based on a series of pre-defined rules. Sometimes, those rules won't quite match your expectations and your Lightspeed Retail Sale will not appear in QuoteMachine's Invoices tab.
Below, you will find instructions on how to manually import that Sale from Lightspeed Retail into QuoteMachine.
Lightspeed Sales tab
You first will need to reach the Lightspeed Sales tab.
Navigate to Invoices from the left-hand menu
Followed by Lightspeed Sales from the top menu.
Imported Sales
Lightspeed Sales that have successfully been imported into QuoteMachine will provide a QuoteMachine Invoice number as shown below.
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NOTE: The Invoice prefix may vary based on your settings in My Account Details.
Manually Importing a Sale
For Sales that have not been imported, you will be provided with an IMPORT button.
Click Import
Select the customer to Invoice to
Optionally add a PO Number
Select the Payment Terms
Add the due date
Click Create Invoice
And just like that, you've manually imported a Lightspeed Retail (R-Series) Sale into QuoteMachine as an Invoice!