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How to exclude negative "Invoice" lines from Margin per line and Tax per line reports in Lightspeed R-series
How to exclude negative "Invoice" lines from Margin per line and Tax per line reports in Lightspeed R-series

Follow this guide to get proper reporting from Lightspeed by excluding negative value "invoice" lines.

Ash avatar
Written by Ash
Updated over a week ago

From the time of preparing an order to completing an invoice, Quotemachine pushes out sale lines to Lightspeed in order to reserve inventory.

This article explains how inventory is adjusted, and how to tag inventory adjustments lines made by Quotemachine.

After reading the above guide, continue below.


There are negative "invoice" lines which get reported with negative margins and cost. This will skew the numbers in your reporting. The following steps will show you how to exclude them from your reporting so you get the most accurate numbers.

First, search for all "invoice" objects created by Quotemachine in your inventory.

Once the search populates, you need to tag them. Tag them using a name you will remember easily. Then save the changes.

Now that they have been tagged, you will be able to exclude them from your reports to avoid incorrect reporting. In the Advanced Filter of your Search By Line, Margin by Line and Tax by Line reports, you can exclude the tags.

You will now have proper reporting from Lightspeed.

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