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

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

Ash avatar
Written by Ash
Updated over a week ago

This article is for Users integrated with Lightspeed Retail (R-Series).

QuoteMachine equips you with the necessary instruments for generating quotes, work orders, and invoices, boasting a robust configuration interface. Nevertheless, there are occasions where it's more expedient and straightforward to generate these documents straight from Sales taken from the Sale screen on Lightspeed Retail (R-Series).

The synchronization of Sales generated in Lightspeed as Invoices in QuoteMachine happens automatically in the backend based on a series of pre-defined rules. Sometimes, those rules won't quite match your expectations and your Lightspeed Retail Sale will not appear in QuoteMachine's Invoices tab.

Below, you will find instructions on how to manually import that Sale from Lightspeed Retail into QuoteMachine.

Lightspeed Sales tab

You first will need to reach the Lightspeed Sales tab.

  1. Navigate to Invoices from the left-hand menu

  2. Followed by Lightspeed Sales from the top menu.​

Imported Sales

Lightspeed Sales that have successfully been imported into QuoteMachine will provide a QuoteMachine Invoice number as shown below.


NOTE: The Invoice prefix may vary based on your settings in My Account Details.

Manually Importing a Sale

For Sales that have not been imported, you will be provided with an IMPORT button.

  1. Click Import

  2. Select the customer to Invoice to

  3. Optionally add a PO Number

  4. Select the Payment Terms

  5. Add the due date

  6. Click Create Invoice

And just like that, you've manually imported a Lightspeed Retail (R-Series) Sale into QuoteMachine as an Invoice!

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