To begin a sale, you can start a new sale or continue an in-progress sale.

You must choose an open register before beginning a sale.

Opening a sale

Starting a new sale

To start a new sale on iPad, tap New sale on the Profile screen.

To start a new sale on a computer, navigate to Sales and click New Sale.

Continuing an in-progress sale

• Continuing an in-progress sale on iPad

  On iPad, your most recently open sale will appear as a Sale in progress banner. Tap this to open the sale.

  

  To find previous sales, tap the Sales tab.

  

  Tap Status and select In progress to see a list of all open sales.

  

  Tap Continue to navigate to the Sell screen and continue the sale.

• Continuing an in-progress sale on a computer

  On a computer, navigate to Sales and click Continue sale to bring up the last open sale.

  

  To continue an older sale, navigate to Sales > Sales history.

  

  On the Sales history page, you can find previous sales. Click the In progress tab to see a list of all open sales.

  Click Continue sale next to the sale.

  

Adding a customer to a sale

You can complete a sale without adding a customer, but an attached customer makes it easier to process refunds, gain insights from reporting, and apply special discounts or tax considerations. You can create a new customer or add an existing customer to a sale.

To add an existing customer to a sale on iPad, tap Add customer.

Use the Search bar or scroll until you find the customer. Tap the customer's name, then tap Add to sale.

To add an existing customer to a sale on a computer, click Search Customers and type in a piece of information from their customer profile. Press Enter or click Search, then select the customer.

Removing a customer from an in-progress sale

On iPad, tap the ... (More) icon next to the customer's name. Tap Remove from sale.

On a computer, you can remove a customer from an in-progress sale by clicking Remove.

Adding items to a sale

• Adding items to a sale on iPad

  To add an item to a sale on iPad:

  1. Scan the item’s barcode or tap the magnifying glass icon to search for an item.

     

  2. The item will be automatically added to the sale if the barcode has a unique match in your inventory.

     Otherwise, type in the item's searchable details.

  3. Tap the item, then tap + Add to sale.

     

  4. (Optional) Adjust the item quantity by tapping the + or - beside the item.

     

     • For larger adjustments, tap … (More) next to the item. Tap Quantity and enter the quantity, then tap Done.

       

• Adding items to a sale on a computer

  To add an item to a sale on a computer:

  1. Scan the item’s barcode or enter your item's searchable details.

     

  2. If a unique match is found, the item will be automatically added to the sale. Otherwise, click Search to locate the item.

  3. Click + Add to add an item to the sale, or use the checkboxes to select multiple items and then click + Add Selected.

     

You can also add special items to the cart, including:

• Gift cards
• Labor charges
• Miscellaneous charges ( + > Miscellaneous Charge on iPad or Misc. on computer)
• Custom charges using custom menu buttons

Creating new items from the Sales screen

If you can’t find an item by scanning or searching, you can create a new item from the Sales screen and add it to the sale.

1. On the Sales screen, select + > Create New Item (iPad) or + New (computer).

   

2. Enter the item details.

   

   

3. Select Create (iPad) or Add to Sale (computer).

4. On a computer, ensure the item's details are correct and click Save.

   

The item will be added to the sale. It will also be created in your inventory with a default quantity of 1. If you sell more than one of the item, it will result in a negative inventory quantity.

Modifying a sale

You can modify an entire sale or individual items in a sale. Modifying the entire sale will overwrite item-specific changes, so apply cart-wide changes first.

Modifying an entire sale

1. On iPad, tap … (More).

   

2. Select an option:

   • Apply Discount: Apply a discount to the entire sale.
   • Apply Employee: Update the employee attached to the sale. If you’re using the Line Employee report to calculate employee commissions, applying an employee to the sale assigns them all of the items in the sale.
   • Set Tax: Choose the tax class for the sale.

   

3. Fill in the required fields and apply the changes.

Modifying an item in a sale

To update an item in a sale:

1. On iPad, tap … (More) next to the item. On a computer, click the item's name.
2. Choose an option:
   • Price: Change the price of an item.
   • Quantity: Increase or decrease the amount of an item in the cart.
   • Discount: Modify a discount.
   • Employee: Update the employee attached to the item.
   • Taxed: Make the item taxed or non-taxed with the Taxed toggle (iPad) or by checking the Tax checkbox (computer).
   • Tax Class: Change the tax class.
   • Notes: Add notes to the item.
3. On iPad, tap Done. On a computer, click Save.

You can also add an internal or receipt note to the sale on your iPad or your computer.

Adding serial numbers to a sale item

• Adding serial numbers to an item on iPad

  1. Below the item description, tap Add Serial Number.

  2. If entering a new serial number, tap the Scan, Select, or Enter... field and type in the serial number.

     If choosing an existing serial number, tap the > (Arrow). Scroll and tap the appropriate serial number.

     

  3. Tap Done.

• Adding serial numbers to an item on a computer

  1. If entering a new serial number, click Add New Serial. Complete the fields and click Add Serial Number.

     

     If choosing an existing serial number, click the Scan or type a serial number field. Scroll and click the appropriate serial number.

     

Removing items from a sale

On iPad, tap … (More) next to the item > Remove from Sale.

On a computer, click the trash icon to the left of the item.

Taking payment for a sale

After adding a customer and items to the sale, you can accept different payment types to complete the purchase.

Lightspeed Payments users can select Request payment to request a deposit.

1. Tap Cash or More Payments (iPad) or click Payments (computer).

2. If using cash, enter the amount of cash given by the customer.

   If change is required, the amount due will display.

3. If using another payment type, select the corresponding method of payment and follow the steps shown to complete the sale. Options include:

   • Cash
   • Check
   • Credit Card
   • Credit Account
   • Gift Card
   • Debit Card
   • eCom (C-Series or E-Series merchants only)
   • Adjustment (Used to balance differences in price between Retail and eCom. A difference in price is rare and is usually no larger than $0.01.)
   • Account Migration
   • Saved payment method (Lightspeed Payments users only)

   

   

4. Enter the payment amount for the payment type.
5. (Optional) Select another payment method to settle the balance.
6. Select Finish sale.

If you attach a customer to the sale, you can also save the sale as a quote.

Printing or emailing the receipt

After completing the sale, you can:

• Print Receipt
• Print Gift Receipt
• Email Receipt
• Reassign Tip (if tipping is enabled)

If Automatically Print Receipt is enabled in your receipt printer settings, selecting Finish Sale automatically prints the receipt. To select a different receipt option, wait for the receipt to print or cancel the print job.

Completing the sale may also open your cash drawer, depending on your settings.

Along with printing a full-page receipt via AirPrint, you can also print or email the sale and gift receipt from the Sales History.

What's next?