Making a sale in on your iPad involves:

1. Opening a sale
2. Adding items to the sale
3. Modifying the sale (optional)
4. Adding a customer to the sale
5. Processing a payment
6. Printing or emailing the receipt (optional) 

 Make sure you have selected an open register before beginning a sale.

1. Opening a sale

To begin, you can either start a new sale or continue an in-progress sale that hasn't been completed yet.

New sale

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

In-progress sale

1. From the Sales screen, tap the in-progress sale you want to continue.
2. On the Details panel, tap Continue.

2. Adding items to the sale

The general workflow of adding items to a sale involves:

1. Locating the items
2. Adding the items
3. Adjusting the quantity of each item (optional)
4. Removing items (optional)
5. Selecting, scanning or creating serial numbers (if required)

1. Locating the items

During a sale, you can locate items in your inventory by scanning or searching them.

Scanning an item

1. Scan the item's barcode.
2. Depending on the search results, following the instructions below:
   • If the item's barcode has a unique match, the item is automatically added to the sale and you can skip to step 3. Adjusting the quantity of each item.
   • If the item's barcode doesn't have a unique match, continue to step 2. Adding the items.

Searching for an item

From the top bar of the sale, tap the magnifying glass icon to open the Search screen. For more on the how to use the Search screen, please see our Searching for items article.

2. Adding items

Depending on if the Search screen is in Thumbnail mode or List mode, add the item to the sale. If you aren't able to locate the item, create a new item on the fly from the register. You can also add a miscellaneous charge.

Thumbnail mode

1. Tap the desired item.
2. Tap the + Add to Sale button.

List mode

To add an item in List mode, tap the + icon of the desired item.

Create a new item

1. Tap + > Create New Item.
2. Enter, select or enable/disable your item's details:
   • Product Image
   Note: To add an image, tap Add Image and select whether you want to Take a photo or Choose a photo. Depending on your selection, you'll need to allow Retail POS to access your Camera or Photos on your iPad.
   • Description
   • Default Price
   • Default Cost
   • Category
   • IDs (UPC, EAN, Custom SKU and Manufacturer SKU)
   • Brand
   • Vendor
   • Taxed
   • Notes
3. Tap Create. The item is now officially created in your inventory and added to the sale. Its item type is single (an item with stock) and its default quantity is 1.

Add a miscellaneous charge

Miscellaneous charges are designed to provide the speed and flexibility to adapt to any sale at your register. For example, they can come in handy if you need to create a refund or add a discount on the fly.

To add a miscellaneous charge:

1. Tap + > Miscellaneous Charge.
2. Enter, select or enable/disable your charge's details:
   • Description
   • Price
   • Cost
   • Quantity
   • Discount
   • Employee
   • Taxed
   • Tax Class
3. Tap Add.

3. Adjusting the quantity of each item (optional)

Optionally, adjust the quantity of the items in the sale. You can do so in either the Line Item view or the Edit Line Item view.

Line Item view

To adjust the quantity of an item in Line Item view, tap the + or - icon of the desired item.

Edit Line Item view

To adjust the quantity of an item in Edit Line Item view:

1. Tap the ... icon of the desired item.
2. Tap the current quantity.
3. Enter the new quantity.
4. Tap Done.

4. Removing items (optional)

If you need to remove an item from the sale, tap the ... icon of the desired item followed by Remove from Sale.

5. Selecting, scanning or creating serial numbers (if required)

If you are selling a serialized item, below the item description, tap Add Serial Number. From there, you have the option to: 

• select a serial number,
• scan a serial number, or
• create a serial numbers.

To select a serial number 

If serial numbers were previously added to a serialized item in Lightspeed Retail:

1. Tap the > arrow icon to show all serial numbers associated to the item.
2. Tap a number.

To scan a serial number

1. Tap the S/N field.
2. Scan the serial number's barcode.

To create a serial number

1. Tap the S/N field.
2. Enter the serial number.

3. Modifying the sale (optional)

You can modify the entire sale or the individual items. If you plan on modifying both, we recommend modifying the entire sale beforehand so you don't overwrite your individual modifications.

Modifying the entire sale

You can apply a discount, a sales tax or an employee to all the items in a sale. If you're using the Line Employee report to calculate employee commissions, applying an employee will assign all the items to them. You can also leave a receipt or an internal note.

1. From the top bar of the sale, tap the ... icon.
2. Tap Apply Discounts, Apply Employee or Set Tax.
3. From the list, select the desired option.

   

4. Optionally, tap Receipt note and/or Internal note followed by Save to leave a receipt note or internal note. If you're leaving an internal note, you can also tap Add time to add a timestamp (your name, the date and time). 

   

   Note: For more information, please see Leaving receipt notes and internal notes.

Modifying individual items

You can change an item's quantity, price, discount, associated employee, tax class, set the item as either taxed or non-taxed or add a note.

1. Tap the ... icon of the desired item.
2. Tap Price, Quantity, Discount, Employee, or Tax Class. If you need to make the item taxed or non-taxed, tap the Taxed toggle to enable or disable it.
3. From the list, tap the desired option.
4. If you need to add information to the item, enter it in the Notes field.
5. Tap Done.

4. Adding a customer to the sale

It is possible to complete a sale without a customer attached, but adding a customer has many benefits:

• It will be easier to locate a sale for a refund.
• You will glean more insights about your customers' habits through your reporting.
• You'll be able to leverage those insights to perform targeted marketing campaigns.
• Customers with special discounts or tax considerations can have them applied automatically, assuming their customer account or their customer type has been configured in advance.

To add a customer to the sale, you can either find an existing customer or create a new customer on the fly.

Existing customer

You can attach an existing customer to a sale either by searching for that customer or by selecting their name from an alphabetized list.

To attach an existing customer:

1. Tap Add customer.

   

2. Scroll through the alphabetical listing of customers to find the one you are looking for.

   

   You can use the Search field to filter the list by any searchable details for the customer, such as: 
   • first or last name
   • phone number
   • email address
   • company
   • value in customer's Custom field (e.g. their loyalty identifier)
3. Tap the customer's name to select them.
4. Tap Add to sale.

   

 The customer's name will appear on the sales screen.

New customer

If a new customer is at checkout, you can easily create a record for them on the fly. If a new customer account is created for an already existing customer, that customer will have multiple entries in Lightspeed Retail, so we recommend searching for an existing customer before creating a new one. If you do have multiple accounts for the same customer, you can merge them into one customer account.

To create a new customer from the sales screen:

1. Tap Add customer.

   

2. Tap the + symbol.

   

3. Enter as many of the customer's details as you like:
   • First Name
   • Last Name
   • Company
   • Customer type
   • Phone (contact method)
   • Email (contact method)
   • Address (contact method)
   • Note

   

4. Optionally, request consent to contact the customer by phone, email, or mail, and record their permission.
   Note: The customer's explicit consent is required if you wish to be able to contact them.
5. Tap Save.

   

The customer's record is created and is automatically added to the sale.

5. Processing a payment

You can use any of the following payment types configured in Settings > Payment Types section of Retail Manager mode to process a payment:

• Payment Card:
  • Credit Card
  • Debit Card
• All other payment types:
  • Cash
  • Check
  • Gift Card
  • Credit Account
  • Custom

For customers who want to pay for their entire sale in cash or with a payment card (credit or debit card), you can also process a Cash or Card payment with Quick Pay in fewer taps. Please note however, that processing a Card payment with Quick Pay is only available to Retailers who have integrated their Retail account with one of our supported payment processors.

If for any reason during the course of the sale you need to remove a payment, simply tap the X to the left of it.

Depending on your cash drawer settings in Retail Manager > Settings > General Options, its also important to note that your cash drawer could automatically open once the sale is finished.

Cash payment with Quick Pay

If your customer is paying for the entire sale in cash:

1. From the payment screen, tap Cash. 

2. Depending on the cash amount your customer has handed you, use one of the following workflows:

   • Exact change: The total amount due is already entered for you in the Payment Amount field by default. You can skip ahead to step 3.

   • Suggested amounts: The suggested amounts at the top of the number pad let you quickly enter logical choices for payment. Tap the suggested amount that matches the cash amount you received from your customer. 

   • Denominations: From the left of the number pad, select the denominations you received from your customer. Selecting the same denomination repeatedly will accumulate that amount in the Payment Amount field.

   • Custom amount: Using the number pad, enter the cash amount you received from your customer in the Payment Amount field. To proceed, ensure that the cash amount you enter is greater than the total amount due.
3. Tap Done and the sale will complete automatically for you.

Card payment with Quick Pay

If your Retail account is integrated with one of our supported payment processors and your customer is paying for the entire sale with a credit or debit card:

1. From the payment screen, tap Card. By default, the Payment Amount is set to the sale's total.

2. At your terminal or card reader, insert or swipe the card.

3. Select credit or debit.

4. Review the payment amount and select confirm. If the payment amount is incorrect, select cancel and review the sale.

5. Once the payment is successfully processed, tap Finish Sale. 

Payment Card payment

With the Payment Card payment type, a customer has the choice to:

• pay for the entire sale with their credit or debit card, or
• pay for a part of the sale with their credit or debit card and use a combination of other payment types for the remaining balance. 

The steps to process a credit or debit card differ depending on if:

• you use a payment terminal,
• you use a credit card swiper, or
• you are processing the credit card manually

If your Retail account isn't integrated with one of our supported payment processors, you'll see the payment types Credit Card and Debit Card at your register instead of the Payment Card payment type. If you've created custom payment types for your credit and debit card payments instead of using the default Credit Card and Debit Card payment types, then the payment types you see at your register will reflect your settings.

Payment terminal

When processing a credit card at a payment terminal, the payment is automatically processed once the payment is accepted regardless of if the sale is finalized. If you don’t finalize the sale by tapping Finish Sale, the payment is seen as a partial payment in Lightspeed Retail. You can run the Partial payment report to view a list of all payments that were processed but are attached to incomplete sales. If you need to cancel a pending payment, you can do so by tapping Cancel Transaction at any time before the payment is accepted.

To process a credit or debit card payment at a payment terminal:

1. Tap More Payments > Payment Card.
2. Enter an Amount, select a Terminal and click Start Payment.
3. Process the card at the terminal.
4. Tap Done.

Credit card swiper

1. Tap More Payments > Payment Card. By default, the Payment Amount field is set to the sale's left over Balance.
2. Optionally, modify the Payment Amount before swiping your customer's card.
3. When the digital signature field appears, have the customer sign for the sale. The signature is captured and stored in your reporting in the Details section of the transaction.
4. Tap Done.

Manual credit card payment 

If you're processing your customer's card manually at the terminal or within Retail POS (if you're using a card swiper): 

1. Tap More Payments > Payment Card.
2. Tap Manual.
3. Card Not Present or Card Present.
4. Enter the credit card details.

Non-integrated credit card payment

As previously mentioned, if your account is not integrated with one of our supported payment processors, you'll see the payment types Credit Card and Debit Card at your register instead of the Payment Card payment type. If you've created custom payment types for your credit and debit card payments instead of using the default Credit Card and Debit Card payment types, then the payment types you see at your register will reflect your settings. Because your payment processing isn't integrated, the payment types you use for credit or debit card payments will essentially function the same as a Check or Custom payment type.

1. Tap More Payments > Credit Card. If the customer is paying with a debit card or you've customized your payments types however, select Debit Card or the custom payment type that best reflects your settings.
2. By default, the Payment Amount is set to the sale's left over Balance. Optionally, modify the Payment Amount.
3. Tap Done.

All other payment types

If your customer is using a combination of payment types or paying for the entire sale with a different payment type than Cash or Payment Card:

1. Tap More Payments.

2. Depending on your customer's payment type(s), tap the payment type(s) and enter or process an amount:

   • Cash: Depending on the cash amount your customer has handed you, use one of the following workflows:

     • Exact change: As the total amount due is already entered for you in the Payment Amount field by default, simply tap Done.

     • Suggested amounts: The suggested amounts at the top of the number pad let you quickly enter logical choices for payment. Tap the suggested amount that matches the cash amount you received from your customer and tap Done. 

     • Denominations: From the left of the number pad, select the denominations you received from your customer and tap Done. Selecting the same denomination repeatedly will accumulate that amount in the Payment Amount field.

     • Custom amount: Using the number pad, enter the cash amount you received from your customer in the Payment Amount field and tap Done.

   • Check: By default, the Payment Amount is set to the sale's left over Balance. Optionally, modify the Payment Amount and tap Done.

   • Gift Card: Click Gift Card, scan or enter the gift card number, enter a Payment Amount that doesn't exceed the card's current balance and click Done.

   • Credit Account: By default, the Payment Amount is set to the customer's maximum available credit. Optionally, enter a Payment Amount that doesn't exceed the customer's available credit and/or credit limit and tap Done.

   • Custom: By default, the Payment Amount is set to the sale's left over Balance. Optionally, modify the Payment amount and tap Done.
3. Tap Finish Sale.

 6. Printing or emailing the receipt (optional)

Once you tap Finish Sale, you can either:

• print the receipt,
• print the gift receipt, or
• email the receipt to your customer. 

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

Depending on your cash drawer settings in Retail Manager > Settings > General Options, tapping Finish Sale could also open your cash drawer automatically. 

Printing the receipt

To print the receipt, tap Print Receipt.

Emailing the receipt

1. Tap Email Receipt.
2. Enter your customer's email address 
3. Tap Send.

Printing the gift receipt

To print the gift receipt, click Print Gift Receipt.

What's next?

Now that you know how to make a sale on your iPad, we recommend you learn about Refunding and exchanging on your iPad.