This article will show you how the deposits flow across the new stack.
- Getting Started
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Platform Fundamentals
- Overview & Core Functionality
- Integrations & Data Sync
- Configuring Your Account
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System Limitations & Troubleshooting
- Platform Limitations & Roadmap
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Troubleshooting & Sync Errors
- How to Identify Invoice & Payment Errors
- How to Identify Register Sync Errors
- Troubleshooting Register Closure Sync Errors (LS > Xero)
- Lightspeed | How to get rid of the 0 dollar invoices
- LXV | Checking Negative Van/ Service Outlet Inventory Before Dispatch
- Xero | Invoice does not sync due to a tax rounding difference
- Correcting Overstated Revenue in Xero Due to Lightspeed Store Credit Workaround
- Common User Errors & How to Avoid Them
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Business Operations
- Business Essentials
- Opening Procedures
- During Operations Procedures
- End-of-day Procedures
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Client & Pool Management
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Creating & Managing Clients
- LXV | Client Deduplication
- Vital | Storing a document for a client using notes
- Vital | Export Contacts
- Vital | Best Practice for Setting Up Real Estate Agent Companies
- Vital | Create a contact
- Vital | Search and update a contact
- Vital | Remove duplicate Records
- Lightspeed - How to add Client in Sell Tab
- Lightspeed | How to export client list
- Vital | Identifying Important Client Information with Contact Tags
- Pool Profiles & Service History
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Water Testing
- Connect a Xpress Flex
- Connect a Spin machine
- Change the test frequency
- Change set days for water test reminders
- Update default message for water test results
- Vital Water Test | How to remove the recommendations from the report
- Vital | Water Link Connect v2 update
- Vital | Updating linked products to Water Test Recommendations
- Vital | Conduct a water test
- How to find water test history
- Understanding Pool sanitizers alignment with disc sanitizers
- Common inquiries and resolutions
- Differences in dosages between the previous Vital system and the refreshed platform
- Connecting my spin machine (troubleshooting)
- Incorrect store details showing on Water Test Report
- Vital | Lapsed Water Test Report
- How to send a water test report
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Creating & Managing Clients
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Product and Inventory Management
- Creating & Managing Products
- Inventory Control
- Supplier Setup & Management
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Creating & Managing Pricing
- Vital | Configure Price Book setup
- Lightspeed | How to print a price list
- Lightspeed - How to update retail or supply price for multiple items
- Lightspeed | How to change the supplier and/or retail price on a PO
- Lightspeed | Configuring and Managing Price Books
- LXV | Creating and Updating Customer Groups
- LXV | Updating Customer Groups Assigned to Clients
- LXV | Creating a Price Book
- Lightspeed | Adding or Updating Products in Price Books
- LXV | Editing Prices
- Lightspeed - How to Print Item labels
- Correcting the Average Cost of Products in LightSpeed
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Purchase Order to Bill Process
- Lightspeed - Purchase Order Status
- Lightspeed - Breakdown Item Via PO
- Lightspeed - How to Add Supplier
- LXV | Apply Supplier portal discounts
- LXV | Receiving and Billing Purchase Orders
- Lightspeed - How to do Purchase order up to receiving items
- Crosstack | Important: Inventory value, supplier bill dates & due dates
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Campaigns & Promotions
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Promotions
- LXV | Processing Retail Sales with Promotions in LightSpeed
- LXV | Example Promotion: Creating a % off When Spend Equals or Exceeds a Certain Amount
- LXV | Setting up Retail Promotions in LightSpeed
- LXV | Example Promotion: Creating a Buy Product A, Get Product B at X% Off
- LXV | Example Promotion: Creating a % off a Product or Product Category
- LXV | Example Promotion: Creating a Buy 2, Get 1 Free Promotion
- LXV | Example Promotion: Creating a % off Specific Products
- LightSpeed | AU | ROBOT PROMO ; Prerequisite Before Creating the Promotion
- LightSpeed | AU | ROBOT PROMO ; Creating the Pricebook for Promotion
- LightSpeed | AU | ROBOT PROMO ; Creating the Promotion
- LightSpeed | AU | ROBOT PROMO ; Creating Quick keys in sell screen
- LightSpeed | AU | ROBOT PROMO ; Creating Free Aquawize Product Protect
- LightSpeed | AU | ROBOT PROMO ; Frequent Asked Questions
- Lightspeed | AU | Heater promo
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Campaigns
- LightSpeed | AU | D.I.Y with Confidence; Creating Composites
- LightSpeed | AU | D.I.Y with Confidence; Creating the Promotion
- LightSpeed | NZ | D.I.Y with Confidence; Creating Composites
- LightSpeed | NZ | D.I.Y with Confidence; Creating the Promotion
- Lightspeed | Robot campaign setup guide - Feb 2025
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Promotions
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Service Delivery & Field Operations
- Creating & Managing Jobs
- Optimising Scheduling
- Job Execution & On-site Workflow
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Revenue Generation
- Invoice Generation & Management
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Creating Quotes
- Vital Scheduler | Quote Processes
- Vital Scheduler | Creating a Quote with a Deposit
- Vital | Deposit workflow
- Quote | How to remove an approved quote
- Vital | Rejecting Quotes
- Quote | How to remove a paid quote
- Vital Technician | In field quote processes
- Lightspeed - How to create a Quote
- LXV | How To Create Retail Quote in Lightspeed
- LXV | How To Find Created Retail Quotes - Lightspeed
- Converting Quotes to Invoices
- Retail Point of Sale
- Batch Invoicing
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Payment Management
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Accepting Payments
- Clearing Small Balances in Xero
- LXV | Pay In Store Vital Job Invoice Process
- LXV | Bank Transfer Payment Vital Job Invoice
- LXV | Prepayment Bank Transfer Payment Vital Job Invoice
- Windcave | Xero | Credit card not present payment via Xero
- 1. Payment Processing - Various ways of taking payment
- Lightspeed | Taking payment in store for a deposit
- Lightspeed | How to take payment using eftpos or cash
- LXV | NetSuite invoices - taking payment in store - AU
- Xero | Record a part payment on an invoice
- LXV | Applying Zip Pay Payments
- Managing Payments
- Windcave Connection & Support
- Card on File Management & Processing
- Handling Client Balances
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Accepting Payments
- Warranty & After-Sales Management
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Mobile Workforce Enablement
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Mobile Apps for Techs & Retail Staff
- Vital Mobile Application for Technicians
- Vital Technician | Vehicle Stock Processes
- Vital | Linking App to Water Spin Machine
- Vital | How to install the Vital app
- Vital | Two ways of doing a water test
- Vital Technician | Standard Job Processes
- Vital | Frequently Asked Questions (FAQ) Technicians
- Lightspeed | How to install the Scanner app
- Mobile Apps for Management
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Mobile Apps for Techs & Retail Staff
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Financial Management & Reporting
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Monitoring Account Balances
- Sending Client Statements
- Running Aged Payable detail Report in Xero
- Xero | Running the Aged Receivables Detail Report
- Xero | How to Create an Account Transactions Report
- Xero | How to prepare BAS with NetSuite & Xero data
- Xero | Options for clearing small balances
- EOFY | What to do if impacted by COGS issues?
- Financial Dashboards Overview
- Manual Journals & Adjustments
- Operational Checklists
- Bills & Expenses
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Bank Feeds & Reconciling
- Xero Banking
- Xero | Reconcile your Bank account
- Xero | EOD Merchant Sweep - Reconciling Windcave payments (Undeposited Funds)
- Xero | Create a spend money transaction
- Xero | Create a receive money transaction
- Xero | Reconcile actual bank balance against Xero balances
- How to Reconcile Cash Deposits in Xero (Evolution Platform)
- Accessing NetSuite Historical Data
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Monitoring Account Balances
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Payroll Management
- Xero Payroll Setup
- Managing Superannuation
- Leave Entitlements & Staff Rostering
- STP Compliance & Lodgement
- Common Payroll Mistakes
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Insights and Reporting
- Sales & Revenue Analysis
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Data Health Check Tools
- Comparing Xero COGS Account to LightSpeed COGS Amount
- Validating a Single Register Closure COGS Figure in LightSpeed
- Integrations | System comparison reporting
- Generating a Report for Xero Open Credit Balances
- Understanding and Rectifying Discrepancies with the Cross-Stack Inspector Tool
- Understanding and Utilising the COGS Monthly Summary Totals Tool
- Financial Reports
- Inventory & COGS Insights
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Franchise Account Administration
- User Access & Permissions
- Billing & Subscriptions
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Platform Updates & Change Management
- New Feature Releases
- Scheduled Maintenance
- Support Insights & Analytics