Lightspeed Retail + QuoteMachine

Resources specific to the integration between QuoteMachine and Lightspeed Retail

23 articles in this collection
Written by Jonathan Muschalle, JD, and Tom Burnatowski

Managing Lightspeed sales in QuoteMachine

See all your transactions in QuoteMachines' "Lightspeed sales" tab

Written by Tom Burnatowski
Updated over a week ago

Address the "Refunding to credit accounts is disabled." message with Lightspeed

How to setup Lightspeed to properly execute refunds or voids from QuoteMachine

Written by JD
Updated over a week ago

Using Serial Numbers in QuoteMachine

how to include a Lightspeed product serial number in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Gift card payment with Lightspeed Retail

How to accept partial gift card payments from Lightspeed and invoice the balance

Written by JD
Updated over a week ago

Mapping payment types with Lightspeed

How to export payments to Lightspeed

Written by JD
Updated over a week ago

How inventory is adjusted in Lightspeed Retail when you create a sales order

QuoteMachine adjusts inventory in Lightspeed during the order lifecycle by creating $0 sales

Written by Jonathan Muschalle
Updated over a week ago

Add items from multiple sales order to one Lightspeed Purchase Order

Create a PO in Lightspeed containing items from multiple sales orders

Written by Tom Burnatowski
Updated over a week ago

Include detailed descriptions and comments on Lightspeed Purchase orders

Ensure custom orders' details from QuoteMachine quotes and orders are displayed on purchase orders in Lightspeed

Written by JD
Updated over a week ago

Quick Start Guide for Lightspeed users

An updated look at the basics on QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Invoicing directly from Lightspeed

Written by Tom Burnatowski
Updated over a week ago

Create your first Invoice with QuoteMachine and Lightspeed

Create your first invoice with the QuoteMachine/Lightspeed integration

Written by JD
Updated over a week ago

Create your first Quote with QuoteMachine and Lightspeed

Create your first quote with the QuoteMachine/Lightspeed integration

Written by JD
Updated over a week ago

Invoice a Lightspeed Work Order

How QuoteMachine can create invoices from Lightspeed's work orders

Written by JD
Updated over a week ago

Create a work order in Lightspeed from a quote

Easily turn quotes into Lightspeed's work orders

Written by JD
Updated over a week ago

Requirements to interact with Lightspeed Work Orders

Requirements to create or invoice a Lightspeed Work Order with QuoteMachine

Written by JD
Updated over a week ago

Synchronize quotes with Lightspeed Retail

How to have quotes automatically exported from QuoteMachine to Lightspeed Retail

Written by JD
Updated over a week ago

Pay an invoice using the Lightspeed Payment terminal

How to pay an invoice using a credit card payment terminal integrated with Lightspeed Retail POS

Written by JD
Updated over a week ago

How QuoteMachine synchronizes the customer balance with Lightspeed

Customer balance is tracked through the Lightspeed credit account

Written by JD
Updated over a week ago

Apply the Done & Paid status to Lightspeed work orders

How to remove fully invoiced work order from the list in Lightspeed Retail

Written by JD
Updated over a week ago

Lightspeed Retail

Fee mapping with a Lightspeed product

How to manage fee reporting with Lightspeed Retail

Written by JD
Updated over a week ago

Apply price rules with Lightspeed

How Lightspeed Retail's price rules are applied within QuoteMachine

Written by JD
Updated over a week ago

How cost and inventory are managed in Lightspeed when invoicing work orders

Learn how invoicing work orders with QuoteMachine affects your inventory and costs

Written by JD
Updated over a week ago

Activate the latest version of the QuoteMachine Chrome extension

How to make sure your Chrome extension is still active after an update

Written by JD
Updated over a week ago