This guide outlines the steps to generate a monthly sales report in Lightspeed to assist with estimating your franchise fees.

Key Notes

• Figures in Lightspeed reporting are exclusive of Tax.
• Deposits are excluded from franchise fee calculations. 
• Sales figures may differ to Xero. Refer to this guide for more details on reconciling these differences.

Steps to Generate the Report

1. Navigate to Sales Reports

• In Lightspeed, go to Reports (graph icon) > Sales Reports.

2. Update Report Options

• Report type: Select Sales summary
• Measure: Choose Revenue
• Date range: Set to the desired month

3. Add Filter to Exclude Deposits

• Click on More filters
• Select Exclude and enter DEPOSIT01 in the search box to filter out deposit invoices.

4. Review Revenue Total

• Refer to the Revenue column in the table below your search for your total, excluding Tax. 

Saving the Report for Future Use

• Once you have run the report, click Save Report in the top right corner.
• Enter a name, e.g. Monthly Sales, to save the report.
• The saved report will appear at the top of the Sales Reports section for easy access.