LIGHTSPEED ONSITE CUSOMIZE STATMENTS HOW TO

How to view paid customer orders in Back Office.ġ. Select 'Email Invoice' - This will send the individual order total to be paid and the invoice number to the customers account. Select the cog in the bottom right hand cornerĨ. If the customer would like an Invoice instead simply click on an unpaid order on the customer Accountħ. Note: The statement will contain a summary of items pending payment and will not contain a Tax invoice number.Ħ. Select the cog icon in the bottom right hand corner How to send Account Statements and Invoices from POS.Ĥ. The items in the order will then appear with a minus in front to illustrate that they have been refunded. Select 'Cash' (as this was the payment method we used to apply payments to the account sale in step 5)ġ1.

Locate the Account sale that payments were previously applied to and select ' Refund Sale' ġ0. Checkout using cash(this is so that we can refund the order immediately after it is processed).Ĩ. Select the order you'd like to remove from the customer account and then select 'Apply Payment' ĥ. POS will not allow customers to simply delete Account orders from a customers account so the only way to remove these would be to apply payments to them and then refund the order. Note - If a customer chooses to partially pay off an Accounts order, it will show on the account summary as Part Paid. This will trigger a pop up where you'll need to enter in the amount the customer would like to pay. Select the Account you’d like to process payment forĥ.

LIGHTSPEED ONSITE CUSOMIZE STATMENTS PRO

Select Accounts Pro Tip - Alternatively, you can access Accounts by finding it under Ordersģ. On your POS, select the menu icon on the top left cornerĢ. Process Account payments and manage Accountsġ. Note: You can view how your Accounts invoices look via Back Office>Features>Accounts>Configuration>Invoice Preview section If you've configured your register settings to prompt when sending receipts, you'll then be prompted to send an Invoice to the customer. You will only be able to review and pay off the transaction (or send statements and invoices)Ħ. This order has now been charged to this account. You will now be prompted to confirm the Account identity which will allow you to decide to allow this customer to have an account (if they have one already, you will see their current balance.) Once the customer information is entered, select Saveĥ. Note - Customers can be added from the Back Office or from the Point of SaleĤ.

You will be prompted to choose the account - Simply search & select the customer or add a new customer. From the POS - Place your order as normalģ. Note: An invoice will get sent/will print based on your Site Information settings(configured in the previous step) and is only sent each time an order gets added to a customer account on POS.ġ. You can also view how your Account invoices will look by clicking the 'Invoice Preview' section. After updating your Statement Frequency, Payment/Bank Details and Payment terms, select Statement Preview to view how your statements will look when sent to customers. This will automatically save your settings Ĩ. Payment Terms: Use this as a reminder of payment terms such as when and how the payment needs to be settledħ. Payment/Bank Details: Indicate your bank details so customers can pay via transfers or direct deposit The Statements are summaries of the pending balances of each account. Statement Frequency: Choose the schedule of auto-sending account statements to your customers. Select Accounts then select Configuration Next, we will need to configure the Accounts statement and invoice.įrom the Back Office, select Features section(If you have more than one Site, you will be prompted to select which one)ĥ. Under “Receipt options,” look for Send receipts to customers via email to choose which option suits you best.Ĥ. This first setting is for sending the invoice to your customer’s email. From 'Sites' or 'My Site' section in the Back Office, select Site InformationĢ. Enable this Feature by selecting the blue Enable button.ġ. Note: Use the search function to find the feature you're looking forĢ. From the Features section in Lightspeed Back Office, find the Accounts feature This guide covers how to create and manage accounts.ġ. This video shows just how easy it is to place an order on account.

LIGHTSPEED ONSITE CUSOMIZE STATMENTS PLUS

The payment options under an account sale are the same as with regular sales (cash, credit card, etc.) plus payment via bank deposit. Statements can be scheduled to send automatically. Lightspeed enables you to seamlessly create accounts, place orders under an account, and send customer invoices and statements.

Lightspeed onsite cusomize statments