QuoteMachine by Lightspeed

This guide will walk you through the process of importing contacts into QuoteMachine via a CSV file.

How to Import Contacts Through CSV File in QuoteMachine

Creating Email Templates

This article will go over how to use our bundle feature to better organize your products frequently sold in a group.

Creating and Using Bundles in QuoteMachine

With QuoteMachine you can create customized payment terms to suit your business needs, this articles details how to set that up.

Creating Payment Terms

With QuoteMachine you have the ability to create different types of fees that can be easily added to your documents and saved for future use

Creating Fees in QuoteMachine

Setting and Overriding Customer Credit Limits

Include an image gallery the documents you send out to give your customers a more personalized experience!

Adding an Image Gallery to your Documents

Using Custom Attributes

Bulk Edit Pricing Table

This article discusses how to add a file, for example, a Word doc, Excel file, pdf... etc to a quote, order, or invoice.

Adding a file to a document

How to different employees to different line items in an order

Assign employee to line item

How to navigate your activity feed in the new dashboard

Activity Feed Dashboard

Customizing Email Signatures

How to use QuoteMachine's interactive features on a quote

Interactive Features on a document

Use the in-document chat feature to communicate with customers

Using the chat feature

QuoteMachine allows you to print and email large batches of account statements

How to bulk print & email Account Statements + Invoices

How to create and send an account statement

Send an account statement

How to automatically get suggestions of products to add

Product recommendations

How to add miscellaneous items to a quote or an invoice

Quick creation of products or services

Merge fields

How to exclude items from fee calculation on quotes and invoices

Exempt items from fees

What status to chose when adding a product to the pricing table

Status of products and services

How to automatically create and send account statements

Automate account statements creation

How to add products or services using a barcode scanner

Use a barcode scanner

Using the credit memo listings, you can search for your credit memos by the customer name, notes taken, or credit memo identifier.

Using the Credit Memo Listing

Learn how to manage serialized products with QuoteMachine

Serial Numbers with QuoteMachine

Searching Item Report by Custom Field

This article will go over how to create a matrix and the features included

Matrices

Language Settings in QuoteMachine

Default Discount

Bulk delete products

Steps to remove a payment on a document without creating a return

How To Undo a Payment On a Document

Partial invoicing

Create Custom Roles

Reorder Points

This article goes over how you and your customer can add files to a document.

How to attach files to documents

This article will explain how you can bulk edit your invoices to change their location.

How to Bulk Edit Invoices Location

In this article, we will explain how to delete a saved view from a listing page.

How to Delete a Saved View from a Listing Page

This article goes over how to export your catalog

Exporting your Catalog

This article covers how to customize your views for quote, order, and invoice listings

How to Customize and Save Views on Listing Pages

In this article, we will explain how to edit/update an existing saved view on a listings page

How to Edit/Update a Saved View

In this article, we will go over the process of creating a new company in your QuoteMachine account

How to create a new company

In this article, we will go through the steps to create a new employee under an existing company

How to create an employee under an existing company

In this support article, we will go over the process to export your QuoteMachine contacts in a CSV file

How to export your QuoteMachine contacts

This article covers how to customize your views for your Payments

How to Customize and Save Views on Payments page

How to view and download your QuoteMachine subscription invoices

Learn how to import your customers and products using our feature, directly from QuoteMachine!

How to Import Customers and Products from Lightspeed (E-Series, R-Series and X-Series) to QuoteMachine

Kadija Allagouma

Eli Westlake

How to create and customize Quotes and Invoices

Using QuoteMachine

Paying an invoice with payments already taken

Applying deposits & credits onto an invoice

There are multiple different methods to take payments on a customers account.

Entering Payments for a Customer in QuoteMachine

Your clients can pay portions of the deposit, or different people can pay portions towards the total deposit

Allowing Customers to partially pay Deposits on a Document

This articles guides you through the steps to move a credit memo from one customer account to another

How to transfer a credit memo from one customer to another

In this article, we will go over the process of creating a credit memo (also known as on account credit) for a customer.

Creating a Credit Memo

Stanislava B

Managing Accounts receivables and Payments

Assign contact owners for updated seller information on automated documents.

Contact Owner Feature

BCC yourself on an email, export results to an CSV, or create a zap to receive your sent invoices in QuoteMachine

How to get a copy of your sent invoices in QuoteMachine

How to remove a product or service from a quote/invoice currently being created

How to delete a line from the pricing table

How to send a link to your quote or invoice

How do I know the URL of a quote or invoice

add multiple items to a quote from a label filter

How to bulk add items to a quote

Create a multiple-choice selection group

Organize items on quotes or invoices to be grouped and show subtotals

Create product groups on pricing tables

Change an invoice (product, taxes, etc.) after it has been sent

How to edit an invoice

How to copy a Quote or Invoice in the context of a new project

Duplicating Documents

How to use versioning to update proposals

Creating a new version of your Quote

How to pick the template you want for a given Quote, Invoice or any other document

Select a different document's template

QuoteMachine allows you to create subscriptions or automatically recurring invoices with customizable terms.

Creating a subscription or a recurring invoice

Creating Invoices in QuoteMachine

How to find, manage and restore archived invoices

Restoring Archived Invoices

How to easily create invoices in bulk from an Order Form.

How to Bulk Create Invoices

This article will go over the steps to add a custom field "file" for your Request a Quote feature in Shopify.

How to attach Files to a Request a Quote form

QuoteMachine Sales Team

Creating and Editing Quotes and Invoices

Bulk Edit order Status

Sales' Orders in QuoteMachine

Order forms bulk creation

Price Lists

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