Invoicing, accounts receivable, and payments

How to manage invoicing and payments

JD avatar Tom Burnatowski avatar Anna Brundage avatar
22 articles in this collection
Written by JD, Tom Burnatowski, and Anna Brundage

E-invoicing toolkit for Lightspeed Retail (FATOORAH)

Activation of features in the context of phase 1 invoicing requirement in the Kingdom of Saudi Arabia (ZATCA)
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Written by JD
Updated this week

Voiding a payment

How to void a payment in both QuoteMachine and Lightspeed
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Written by Tom Burnatowski
Updated over a week ago

Using the QuoteMachine Aging Report

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Written by Tom Burnatowski
Updated over a week ago

Setting up ACH Payments

A new way to get paid in QuoteMachine
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Written by Tom Burnatowski
Updated over a week ago

How to edit an invoice

Change an invoice (product, taxes, etc.) after it has been sent
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Written by JD
Updated over a week ago

Refunding a credit memo

How to refund a credit memo from a deleted deposit
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Written by Anna Brundage
Updated over a week ago

Change deposit payments from an order

How do collect deposit payment from sales orders
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Written by JD
Updated over a week ago

Transferring a deposit between quotes

How to move a deposit to a different quote
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Written by Anna Brundage
Updated over a week ago

Collecting Payments

This article focuses on collecting payments in a golf or event setting
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Written by Tom Burnatowski
Updated over a week ago

Customizable Payment Types in QuoteMachine

Correctly record the exact payment type you received
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Written by Tom Burnatowski
Updated over a week ago

Applying a deposit on multiples Invoices or Quotes

QuoteMachine now allows you to use a deposit as a credit memo, and apply this credit on any invoices or quotes for that contact.
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Written by Tom Burnatowski
Updated over a week ago

Creating a recurring invoice

QuoteMachine allows you to create automatically recurring invoices with customizable terms.
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Written by Tom Burnatowski
Updated over a week ago

Saving a new card on file without capturing payment.

QuoteMachine allows to add a credit card to a contacts information at any point.
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Written by Tom Burnatowski
Updated over a week ago

How to bulk print & email Account Statements

QuoteMachine allows you to print and email large batches of account statements
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Written by Tom Burnatowski
Updated over a week ago

Send an account statement

How to create and send an account statement
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Written by JD
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements
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Written by Tom Burnatowski
Updated over a week ago

Display a deposit on a quote

How to show a deposit or pre-payment requirement on a Quote
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Written by JD
Updated over a week ago

Save a credit card on file while capturing payment

How to save a credit card securely to automate payments
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Written by JD
Updated over a week ago

Use credit card on file

How to take a payment using a card saved on file
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Written by JD
Updated over a week ago

Display account statements within invoices

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.
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Written by JD
Updated over a week ago

Automate account statements creation

How to automatically create and send account statements
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Written by JD
Updated over a week ago

Refunding a deposit in QuoteMachine

How to issue deposit refunds in QuoteMachine.
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Written by Tom Burnatowski
Updated over a week ago