Feature Request: Invoice

prosalesprosales Member Posts: 1

I haven't found an answer for this yet, and the LS customer support person I spoke with suggested I post it on here for more traction.

I need to be able to generate invoices for customers who have a credit account. More than half of the customer AP (accounts payable) departments that I deal with will not pay their balance owing without a document titled "INVOICE".

Every single feature I need for this is present in the "Print Account Statement" feature, except it's missing the word INVOICE on the top of the document. This seems like a very easy thing to create on the back end, so that we have a more usable product. Presently I have to use a completely separate program (Quote Machine) to generate a good looking quote and invoice. I can make a reasonable quote in LS, but I can't make an Invoice...

I have 2 ideas, and I'm sure folks here have more, and can encourage some improvement.

Idea #1: Allow users to change the title of the Account Statement. Everything else stays the same, but you can choose to call it by different names, and those will appear on the top of the document. I'm not a programmer, but this doesn't seem like rocket science.

Idea #2: Have a second button just below the "Print Account Statement" button. It is titled "Print Invoice". It uses the all of the exact same features for date selection, etc, but generates a document with the header "Invoice".

Anyone else struggling with not being able to generate an invoice from LS Retail?

9 comments

  • TcNurseryTcNursery Member Posts: 17 ✭

    YES! I agree.

  • reluctantbookkeeperreluctantbookkeeper Member Posts: 4

    YES, invoices are needed. So unprofessional to print out "ticket" no. when shipping orders. I was told I could purchase a third party integration - no thanks!

  • aimzaimz Member Posts: 7

    We added a line in our info section that prints on the receipt with our Tax ID/ABN number and "Tax Invoice"

    That then prints out - small - but still there so it qualifies for most people to pay the invoice.

  • dallastxdallastx Member Posts: 5
    edited April 2021

    Yes please on invoice prints!

    How are QM users liking it? We are going live soon and have been trying to figure out invoices and automated statements. We used to be able to charge finance fees for late payments, but there doesn't seem to be a method for this in QM or LS. I believe Quickbooks has a way, but we haven't figured out how to set this up. How is everyone else working around this when billing net30 customers? Thanks!

    Post edited by dallastx on
  • 2883128831 Member Posts: 3

    I had LS adjust the quote on back end to replace replace "quote" with "invoice" see attached how it looks before paid(sales.quote.pdf) and after paid (sales.receipt.pdf). The "quote/invoice" number stays with it after paid so that would be the invoice# vs. ticket.


  • LSUgirlLSUgirl Member Posts: 1

    YES!!!

  • AmberOAmberO Member Posts: 1
    edited November 2021

    An option to print an Invoice would be very helpful. Adjusting the text on the quote in the backend won´t solve our problem. We need Quote and Invoice for some of our customers. So, first we could create a Quote (as we can now), then we could create an Invoice, and then print/send a Receipt.

  • dkoleanb21dkoleanb21 Member Posts: 18 ✭

    There definitely needs to be a more formalized way to put together an invoice.

    For our workaround, we created a custom print template called invoice and edited the print template, so sales line information is presented differently. To print the invoice, you replace SaleReceipt in the URL in your address bar (?template=SaleReceipt) to whatever you named your template.

    Again, it would be much nicer to have an actual area in Lightspeed for this like we have for Special Orders & Layaways.

  • dhicksdhicks Member Posts: 28

    We have had similar issues with a few customers...luckily none have pushed back any harder and we have been able to get around it...but that could change at any time.


    Easy solution for this would be making the print template for the Account Statement available to edit...like every other print template (PO, label, sales receipts, etc.). I have asked several support folks and they have all been perplexed as to why that isn't available...when all other printed outputs are available to edit, even if you have to find your own 3rd party to write the code...at least it is available...the account statement isn't even available.

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