Some Lightspeed Invoicing features are currently in beta and may not be available in your account.

New and improved Lightspeed Invoicing features offer more efficient ways to invoice customers, request and collect deposits, and track outstanding balances to help you streamline credit account sales and manage deposits in Retail POS.

Features include:

• New online deposit request flow at the register
• New deposit payment method to apply deposits at the register
• Automatically generated invoices with custom payment terms and built-in payment forms
• Successful or failed payment email notifications
• Option to securely save customer cards on file
• Dynamic account statements with built-in payment forms

How does the new deposit flow work?

Updates to the customer deposits flow make it easier to request deposits from customers upfront and apply them at the register during a sale.

Requesting deposits

When creating a special order, layaway, or work order during a sale, clicking the new Online deposits button opens the online deposit flow to help you request and collect partial payments from customers.

The customer then receives a deposit request via email with a summary of the sale and a secure payment form to settle the request. Requests will expire after 14 days.

Applying deposits

After the request is settled, you can use the new Deposit payment method to apply the deposit to the sale.

Viewing deposit details

Pending and collected online deposits information will be visible on the Special Order, Layaway, or Work Orders tab in the sale.

What’s changing with invoices and payments?

With the new invoicing experience, sending separate payment links to collect payment is no longer required. Merchants with Lightspeed Payments can now send automatically generated invoices with built-in payment forms to settle outstanding credit account balances, set up payment email notifications, and securely save payment method details.

Generating invoices

After completing an on account sale, you can add the customer’s email address and your payment terms to an automatically generated invoice, review a preview of the invoice, and save it to the customer’s credit account or send it via automated email with a link for the customer to view and pay the balance.

Tracking invoice payments

You can also track invoice payment and delivery status by subscribing employees to receive instant email notifications when an online payment is successful, a payment fails, or an invoice delivery fails. All employees who are subscribed will receive all notifications for all invoices.

You can also view open invoices at the register and apply full or partial payments to multiple invoices at once.

Saving customer payment details

Merchants with Lightspeed Payments can save customer payment details directly in a customer’s profile on their profile page or during a sale, for a safe and secure way to store card information and streamline repeat purchases for returning customers.

What’s changing with account statements?

Account statements are a summary of all outstanding invoices. On the Customer page, you can generate an account statement to review the outstanding balances.

Invoices are sales with deferred payments and can be outstanding (unpaid), partially paid, or paid, while Account statements are a summary of all outstanding invoices that can be emailed to customers to request payment for outstanding balances.

Improvements to the account statement experience means you can now generate a dynamic account statement to review the outstanding credit account balances with options to print or email the statement to your customer. The statement preview page dynamically loads up-to-date balances and other information every time a statement is generated.

If you use Lightspeed Payments, customers will be able to click Pay statement in the statement and use the payment form to make full payments. Partial payments must be made in person. Once entered in Retail POS, partial payments will be reflected in the generated statement.

When will I see the updates in my account?

Some Lightspeed Invoicing features are currently in beta and may not be available in your account. Updates will be gradually rolled out to all merchants when the feature is ready for general release.

When the changes have been activated in your account, Retail POS will be automatically updated. No action is required.