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#Change create date lightspeed onsite pdf#

Moreover, quotes being online, customers can also directly pay their deposits online by credit card or bank transfer. Since everything is synchronized, deposits will also be shown on Lightspeed Retail under the right customer. Thankfully, QuoteMachine addresses that and connects deposits to quotes and orders. They’re not attached to specific sales or orders, which could become confusing when dealing with multiple orders. In Lightspeed Retail, you can capture deposits but only track them at the customer level.

Sealing the deal often requires a payment.

#Change create date lightspeed onsite pdf#

PDF attached to emails no longer make sense when you can conveniently provide such an outstanding experience. Some of our customers even do that with videos embedded in their quotes! Images of your products are exposed as a gallery so customers can enlarge the ones they want to see. You can describe your business, your values, and the way you work. QuoteMachine turn quotes into mini-websites that you can fully personalize to your colors and style. Quotes that sell are not a list of prices.

Here are the few features making this outstanding result possible:

At QuoteMachine, our approach is to bring everything online, so that when your customers are ready to buy, they can do so anywhere and anytime. QuoteMachine goes further than this to turn quotes into a powerful sales tool. In Lightspeed Retail, the quoting feature results in a simple receipt listing products’ pricing. Quotes are an excellent tool to keep the customer engaged after a conversation. Your customers need to think about it before pulling the trigger. Whether you sell expensive products or you sell to companies, the sales process can be longer than a simple walk-in with a checkout at the counter. In this post, we’ll present the different features QuoteMachine brings to Lightspeed Retail organized in theses categories: We’re not only bridging the feature gap between Lightspeed Onsite and Lightspeed Retail but modernizing the entire sales experience. At QuoteMachine, we’ve been working with many ex-OnSite users to ensure no feature is missing to a modern online point of sale solution. It provides a well-structured sales flow to keep track of complex and high-value deals.Īs an Onsite user, migrating to a different platform can arguably feel like a daunting prospect. Go to Modifying posted invoices to make changes.Lightspeed OnSite is fully featured to handle big-ticket and B2B sales. If you are unable to modify or make changes to a document, but do not see an error message related to account privileges, the document has been posted to finalize it, indicated by a green P at the bottom left of the document window, or exported to your accounting package, indicated by a blue “E” at the bottom left of the document window.

Modify the creation date using the date selector.

Double-click the payment or deposit in the list.

To modify the date of a payment, navigate to the Payments tab (or Deposits tab on an Order).

Modify the creation date using the date selector and click OK.

Hold the Command (⌘) key and click the created/modified date at the top left of the document window.

In OnSite StoreMaster reopen the original document.

Use these steps if you have created an invoice, other document, or payment that needs to have a modified date stamp for accurate record keeping.