Once a credit account has been set up, users with credit account permissions can view and update credit accounts, manage account statements, view and print invoices, issue invoiced sale refunds, and manage other settings from the Customers > Credit Account page.

Setting credit account permissions

By default, the ability to modify credit accounts are restricted to certain employee roles. To update credit account permissions for a role:

1. Navigate to Settings and scroll down to Advanced Setup.
2. Click Employee Roles.

   

3. Click the employee role type or + New Employee Role to set up a custom role.

   

   Changes to employee role permissions will affect all users with that role type.

4. Under Sales - All, check the Sales - Credit Account Refund box to allow the role to complete credit account refunds.

   

5. Under Customers - All, check the Customers - Credit Limit box to allow the role to set credit account limits.

   

6. Click Save changes at the top of the page.

Viewing and updating credit accounts

The Credit Accounts page includes a list of customers with credit accounts with the overview columns Debt (how much credit they’ve used) and Deposit (total deposits made that haven’t been applied to an invoice).

To view or update a customer’s credit account details:

1. Navigate to Customers > Credit Accounts.

   

   You can also access credit account details by navigating to Customers > click on the customer name > click Account on the left side menu.

2. Search for a customer and click their name to view the account.

   

On the Customer page under Account, you can view and update the credit limit, prepare and preview an updated account statement, add a payment link to an account statement, review credit account activity, and access detailed transactions pages.

Updating a credit account limit

In the Credit Account Details section, you can edit the customer's credit limit and see how much has been used. To update a customer’s credit account limit:

1. Navigate to Customers > Credit Accounts.
2. Click the customer’s name.
3. Under Credit Account Details, click into the Credit Limit field and adjust as needed.

   

4. Press enter to save or click Save changes at the top of the page.

Printing or emailing account statements

In the Account statement settings section, you can create an account statement and print or email it to your customer. You can change the date range, the amount due, and due date. If you use Lightspeed Payments, the emailed invoice will contain a payment link your customer can use to pay their invoice through a secure portal.

1. Navigate to Customers > Credit Accounts.
2. Click the customer’s name.
3. Under Account statement settings, click the calendar icons to adjust the date range.

   

4. Use the Request payment before dropdown to update the due date as either a Specific date or a number of Days from today and adjust as needed.

   

5. Specify the Amount due as a Percentage or Fixed Amount.

   

6. Click Preview to view an account statement preview including an account summary, payment terms, and transaction details.
7. Click Print or Email to add a payment link to the account statement.

   

   If you’re printing the statement and have configured multiple printing languages, select the language of choice from the dialogue box before printing. To change your printing language settings, navigate to Settings > General options > Printing.

8. If you’re emailing an account statement, review or enter the customer’s email in the popup window. Optionally, check the Update email to customer profile box to save the changes to the customer’s profile.

   

   Click Send to send the customer an updated account statement. For merchants using Lightspeed Payments, a payment link will be included in the email to settle outstanding invoices. Once the payment has processed, you and your customer will receive email confirmations that the payment is complete.

The maximum payment you can request through Lightspeed Payments links is 100,000 (local currency).

Customizing credit account statements

To customize your credit account statements settings:

1. Navigate to Settings > General Options.
2. On the left side menu, click Billing.
3. Update settings as needed.

   

4. Click Save Changes.

Viewing invoice details

In the Activity section, you can view invoiced sales by date and amount. Click into each invoice to view the invoice details, print a receipt or gift receipt, or start the refund process.

1. Navigate to Customers > Credit Accounts.
2. Click the customer’s name.
3. Under Activity, use the calendar picker to select a date range.

   

4. In the Sale column, click an invoice number to view its Transaction page.
5. Click Open Invoice to view the invoice with payment link, terms, and purchase details.

   

Printing invoices

To print or reprint an invoice:

1. Navigate to Customers > Credit Accounts.
2. Click the customer’s name.
3. Under Activity, use the calendar picker to select a date range.

   

4. In the Sale column, click an invoice number to view its Transaction page.
5. Click Print Receipt or Gift Receipt to print a copy of the receipt.

   

Refunding an invoiced sale

To refund an invoiced sale:

1. Navigate to Customers > Credit Accounts.
2. Click the customer’s name.
3. Under Activity, use the calendar picker to select a date range.

   

4. In the Sale column, click an invoice number to view its Transaction page.
5. Click Refund to start the refund process for the transaction.

   

6. On the Sales screen, click Refund.

   

7. Click Payment.
8. If the sale was made on account or you want to credit to the account, click Max or enter an amount in the Account payment method field. A minimum amount to refund to the account may be required.

   

9. Click Finish Sale.

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