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Lightspeed Billing and Cancellation Process

An overview of Billing as well as the process to cancel a Lightspeed subscription through the postmaster process

Overview: 

Lightspeed s a third-party provider (formally referred to as CDK also). They are a CRM and web service provider that many of our customers use. They power lead integration for our nurture products, and are also noted as a CRM for our direct customers. Lightspeed has a product Lens/Score that a dealer can subscribe to within their Lightspeed portal. All of these items will trigger a dealer to show up on the Lightspeed billing report. Once a dealer is signed up via the Lightspeed data consent on the portal the only way to cancel the integration is to cancel using the postmaster process outlined in this article. This cancellation is critical to the billing process which is also outlined in this article.

The products that trigger Lightspeed Billing: 

  • Dealer Nurture (Rollick, BRP Nurture etc.)
  • Lens/Score or Concierge (Lightspeed specific product)

The action that triggers billing: 

  • Data Consent from the lightspeed portal (Details can be found in this article. 

Cancellation Steps:  

 

Cancellation Flow Salesforce

Lightspeed Cancellation Create Case


 

Trigger

Case Creation 

Assigned to Lightspeed Cancellation Queue (currently, Sheree, Taylor and Wendy)

Once the case has been created, The task is to review, then ensure it is cancelled in all systems: 

  • CRM Case / Data Consent to stop lead flow
  • Post Master (Lightspeed endpoint) for all relevant products

Update the case accordingly, 

  • Set Case resolution to “Deactivated in Postmaster”
  • Add a screenshot of deactivation in the files section

 

 

 

 

  • Set the case to closed (this will trigger an update to the Lightspeed billing status to cancelled)

Postmaster Process

Step‑by‑Step Guide: Canceling a Lightspeed Dealer via the Rollick License Endpoint

1. Log In

  • Navigate to postman.com. Enter the credentials (currently using Dustin’s credentials).
  • Confirm you can successfully access the environment.

 

2. Navigate to the Correct Endpoint

  1. In the left navigation panel, locate Rollick License Endpoint.
  2. Expand it.
  3. Select Delete Rollick Nurture.

 

3. Identify the Dealer to Cancel

  • Look up the dealer in your internal system.
  • Confirm the correct CMF number — this is critical. 
    • Using the wrong CMF triggers a cancellation for the wrong dealer, which requires a messy recall process.

 

4. Enter the CMF Number

  1. In the Query Parameters table, find the row labeled CMF.
  2. In the Value column (where you see the placeholder like “Rollick nurture”), highlight the existing value.
  3. Paste the correct CMF number.
  4. Confirm the CMF number automatically updates in the URL string above. 
    • This prevents accidental URL formatting errors.

 

5. Send the Request

  • Click the large blue “Send” button.
  • Wait for the response.

 

6. Interpret the Response

  • A 204 response typically indicates success.
  • A 404 response typically indicates cancellation has already been completed for the dealer.

 

Billing: 

We receive a file from Lightspeed twice per month. (1st and 15th)

The task is to take the file and review: (Responsibility: Sheree (Wendy and Sheree to do together through January 2026)

  • Do a compare between the SF Data and the file to ensure all CMF#s are accounted for
    • If a CMF # shows on the Lightspeed file that is not in SF, look up account and determine why. If not valid, then create the case to cancel the postmaster
    • If Valid ensure the lightspeed biling status is updated and the CMF number is on the account
  • Steps for this Audit: 

Example Email: 

Example File: 

The invoice is received and reviewed by: (Need this section clarified). 

Steps to review:

  • Review List against the Active for billing list.
  • If any discrepancies create cases accordingly.

Resources: 

Lightspeed Billing Dashboard: 

Lens/Score Onboarding

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