QuoteMachine by Lightspeed

Stanislava Berberova

Find information on our various integration partners.

Integration Partners

Step-by-step instructions on setting up the HubSpot integration with QuoteMachine.

Setting up HubSpot with QuoteMachine

How to create and view Quotes, Orders, and Invoices from HubSpot.

Using the QuoteMachine panel in HubSpot

Articles to guide you with setting up and using QuoteMachine with the Hubspot integration.

Hubspot

How to start using QuoteMachine with Lightspeed eCom

Quick Start Guide for Lightspeed eCom + QuoteMachine

How to add a quote request form to your Lightspeed eCom website

Adding a Quote Request Form for Lightspeed Ecom

Resources specific to the integration between QuoteMachine and Lightspeed eCom 

Lightspeed eCom (C-Series)

Some key features to look out for when getting started with Lightspeed Golf aka Chronogolf

Quick Start Guide for Lightspeed Golf (Chronogolf) + QuoteMachine

Using Order Forms  for Event Registration with Lightspeed Golf

Event/Appointment Registration

Use the order feature in QuoteMachine to capture BEO details

Banquet Event Orders

Invoicing for events when using QuoteMachine integrated with Lightspeed Golf

Invoicing workflow in a Golf Environment

Articles about the integration with Lightspeed Golf (a.k.a Chronogolf)

Lightspeed Golf (Chronogolf)

An updated look at the basics on QuoteMachine

Quick Start Guide for Lightspeed Retail (R-Series) + QuoteMachine

A step by step on how to turn on bottom line pricing in Quotemachine.

Bottom Line Pricing for Lightspeed Retail

How QuoteMachine can manage fractional quantities

Managing fractional quantities with Lightspeed (R-series)

How to void a payment in both QuoteMachine and Lightspeed Retail POS (R-series)

Voiding a payment

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

Manually importing Sales from Lightspeed Retail (R-series) into QuoteMachine

How to accept partial gift card payments from Lightspeed (R-series) and invoice the balance

Gift card payment with Lightspeed Retail (R-series)

Link to download browser extensions a.k.a browser add-ons to add shortcuts within Lightspeed Retail

Install Browser extension for Lightspeed

How to export payments to Lightspeed Retail (R-series)

Mapping payment types with Lightspeed Retail

What to expect when using different Pricing Levels in Lightspeed Retail (R-series)

Pricing Levels in QuoteMachine & Lightspeed Retail (R-series)

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

How inventory is adjusted in Lightspeed Retail (R-series) when you create a sales order

Create a PO in Lightspeed Retail (R-series) containing items from multiple sales orders

Add items from multiple sales order to one Lightspeed Retail (R-series) Purchase Order

Use the sales order feature in different ways

Creating a Sales Order

Ensure custom orders' details from QuoteMachine quotes and orders are displayed on purchase orders in Lightspeed Retail (R-series)

Include detailed descriptions and comments on Lightspeed (R-series) Purchase orders

Invoicing directly from Lightspeed Retail (R-series)

Create your first invoice with the QuoteMachine/Lightspeed integration

Create your first Invoice with QuoteMachine and Lightspeed Retail (R-series)

Create your first quote with the QuoteMachine/Lightspeed integration

Create your first Quote with QuoteMachine and Lightspeed Retail (R-series)

How QuoteMachine can create invoices from Lightspeed's work orders

Invoice a Lightspeed Retail (R-series) Work Order

Easily turn quotes into Lightspeed's work orders

Create a work order in Lightspeed Retail (R-series) from a quote

Requirements to create or invoice a Lightspeed Work Order with QuoteMachine

Requirements to interact with Lightspeed Work Orders

How to have quotes automatically exported from QuoteMachine to Lightspeed Retail

Synchronize quotes with Lightspeed Retail

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

Pay an invoice using the Lightspeed Payment terminal

Customer balance is tracked through the Lightspeed credit account

How QuoteMachine synchronizes the customer balance with Lightspeed

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

Apply  the Done & Paid status to Lightspeed work orders

Activation of features in the context of phase 1 invoicing requirement in the Kingdom of Saudi Arabia (ZATCA)

E-invoicing toolkit for Lightspeed Retail (FATOORAH)

Jonathan Muschalle

Eli Westlake

Resources specific to the integration between QuoteMachine and Lightspeed Retail 

Lightspeed Retail (R-series)

How to void an Invoice in both QuoteMachine and Lightspeed Retail POS (R-series)

Voiding Invoices for Lightspeed Retail (R-Series) customers

Importing Newest Products (Lightspeed R-Series)

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

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

How to manage fee reporting with Lightspeed Retail

Fee mapping with a Lightspeed product

How Lightspeed Retail's price rules are applied within QuoteMachine

Apply price rules with Lightspeed

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

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

Importing Serial Number from Lightspeed R-Series

Kadija Allagouma

Lightspeed Retail

Getting started with QuoteMachine and Lightspeed X Series (formally known as Vend)

Quick Start Guide for Lightspeed Retail (X-Series aka Vend) + QuoteMachine

Integration Settings with Lightspeed X-Series

Set Up Quick Keys to create quotes, orders, invoices and deposits in QuoteMachine.

Setting up Quick Keys in Lightspeed Retail (X-Series)

Detailed steps on using QuoteMachine's "Quick Keys" in Lightspeed Retail (X-Series)

Using Quick Keys in Lightspeed Retail (X-Series)

How to create a purchase order in Lightspeed from an order in QuoteMachine

Create PO from order (X-Series)

How to subscribe to QuoteMachine from Lightspeed X-series

Activate your QuoteMachine account with Lightspeed X-series

Use QuoteMachines' order feature to create workorders from Lightspeed Retail X-series

Work Orders for Lightspeed Retail X-series + QuoteMachine

How to remove the app and subscription charge

Cancelling your QuoteMachine Subscription for Lightspeed X-Series

This article walks you through how to sync payments on past and present invoices.

Syncing payments to QuoteMachine from Lightspeed X-Series

This article with show you have to use the take a customer deposits using the dedicated QuoteMachine quick key

Using the Receive Deposit Quick Key in Lightspeed X-Series

This article goes over Credit Limits between Lightspeed X-series and QuoteMachine.

Credit Account Limits between Lightspeed X-Series and QuoteMachine

This article goes over how pricing levels syncronize with Lightspeed X-Series.

Pricing Levels with Lightspeed X-Series

QuoteMachine Sales Team

Lightspeed Retail (X-series)

Quick Start Guide for Pipedrive + QuoteMachine

Create your first Quote with QuoteMachine and Pipe drive

Create your first Invoice with QuoteMachine and Pipedrive

Articles to guide through Pipedrive integration

Pipedrive

How to populate the catalog in QuoteMachine with items from QuickBooks Online

Import products from QuickBooks Online

How to configure your integration with QuickBooks Online

Integration settings with QuickBooks Online

How to Ensure QuickBooks Online and QuoteMachine use Distinct Sequence Numbers

This is a step by step article on how to properly integrate QuickBooks Online with QuoteMachine. Screenshots included.

Quick Start Guide for QuickBooks Online + QuoteMachine

Creating a Purchase Order (QuickBooks Online)

QuickBooks Online

A quick guide on the set up and use for the QuoteMachine Tiles on the Shopify POS

Quick Start Guide for Shopify + QuoteMachine

In this article you will learn how to add Quotemachine to your Shopify store and customize your quote cart, quote button and rule sets.

Setting up your Quote Cart and Form in Shopify

Learn different ways to customize your quote form for Shopify

Configuring your Quote Form

Activate the button so your customers can request quotes.

How to Activate the "Add to quote" button in Shopify

This guide shows how you can hide the button and under what circumstances should it not display.

Hiding the "Add to cart" button in Shopify

Customize your request with a quote experience with custom development

Shopify Javascript API

Customize the button's looks, placement and behavior.

Configuring the Add To Quote button

Configuring the Floating Quote Cart Button

How to Hide Product Prices in Shopify

Create your first quote with the QuoteMachine/Shopify integration

Create Your First Quote with QuoteMachine and Shopify

How to create your first invoice with the QuoteMachine/Shopify integration

Create Your First Invoice with QuoteMachine and Shopify

Create invoices & quotes and receive payments using the Shopify POS

Using the Shopify POS Tiles

How to have your quotes and invoices paid through the Shopify Checkout

How to collect online payments using Shopify Checkout

A quick tutorial on configuring the 'Request a Quote' form for Shopify

Configuring Shopify 'Checking out as Quote' form

How your customers can request quotes directly from your Shopify site

Using the Shopify Request a Quote form

Samara Zia

Resources specific to the integration between QuoteMachine and Shopify 

Shopify

Quickest way to hit the ground running with QuoteMachine and Square!

Quick Start Guide for Square + QuoteMachine

Resources specific to the integration between QuoteMachine and Square

Square

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