Connecting to and using Lightspeed X-Series

Use this guide to connect Lightspeed X-Series, send a Workshop invoice to the POS and check the resulting payment/completion updates.

Open Configuration → POS & Accounting Integrations and select Lightspeed X-Series. Start the connection, sign in to the intended Lightspeed account and complete its authorisation flow to return to Workshop.

Choose the intended Default Register and Default Tax. Check the saved account and register before sending a sale.

Stock and customer synchronisation are separate from sending an invoice. Check the integration’s sync status and available controls for the affected data. If an update is missing, record the item/customer reference and time for Support rather than assuming that every record syncs immediately in both directions.

Open the job’s Invoice tab, or the invoice itself, and choose Send to POS. Check the invoice and select Send to Lightspeed.

After a successful send, use View in Lightspeed to inspect the sale and finish checkout in Lightspeed. Confirm the existing sale before retrying an ambiguous result.

In the integration settings, check Set invoice Paid and Set job Completed. These switches control the corresponding Workshop updates when a closed sale is received from Lightspeed. They default to on, but use the saved settings for your business when diagnosing an unexpected update.

For X-Series, an open LAYBY sale does not mark the Workshop invoice paid or the job completed. Finish the sale in Lightspeed, then check the sale state and the two saved switches if Workshop has not updated as expected.

If linking fails or an old callback no longer works, return to Workshop’s POS & Accounting Integrations area and start the connection again. Sign in with the intended Lightspeed account. Reopening an old callback URL does not start a fresh connection.

If the result is unclear, contact Support through the Workshop chat. Include the Lightspeed edition, business, invoice and sale references, the full error, time and a safe screenshot. Check the saved completion switches and sale state before reporting an incorrect paid/completed update.