QuoteMachine by Lightspeed

Using the QuoteMachine Aging Report

Refunding a credit memo

How do collect deposit payment from sales orders

Change deposit payments from an order

How to move a deposit to a different quote

Transferring a deposit between quotes

This article focuses on collecting payments in a golf or event setting

Collecting Payments

In this article, we will walk through the process of applying a credit memo to a QuoteMachine document (quote, order, invoice)

How to Apply a Credit Memo to a QuoteMachine Document

QuoteMachine now allows you to use a deposit as a credit memo, and apply this credit on any invoices or quotes for that contact.

Applying a deposit on multiples Invoices or Quotes

Refunding a partial amount on an invoice in QuoteMachine

Creating a Refund Invoice

How to issue deposit refunds in QuoteMachine.

Refunding a deposit in QuoteMachine

QuoteMachine Sales Team

Invoicing, accounts receivable, and payments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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