On account sales allow customers to purchase products or services on a credit account they can pay off later. By placing a purchase On account, you'll create an invoice for that sale the customer will need to settle in the future. You can set and manage account balance limits per customer.

Only Admin users with certain account permissions can set and manage On account limits.

Setting a default On account limit

To set a default On account limit for all new customers:

1. Navigate to Setup > On account.
2. By default, the Allow an on account balance field will be set to Yes, with no balance limit.
   • To disable On account sales for new customers, select No.

   • To allow On account sales with a balance limit, select Yes, but with a balance limit, then enter the balance limit.

     

3. Click Save changes.

On account balance limits can be edited per customer, regardless of the default allowed on the On account settings page.

Managing specific customer On account limits

You can set On account limits for specific customers that differ from the default balance limit set on the On account settings page.

On account permissions, limits, and balances carry over when using Lightspeed Scanner for On account sales.

To set or edit a specific customer's On account limit:

1. Navigate to Customer > Customers.
2. Locate the customer and click to expand the row.
3. Click Edit customer.

4. Click the Customer settings tab.

   

5. Under Allow on-account balance, select No, Yes, with no balance limit, or Yes, but with a balance limit and enter a limit value.
6. Click Save changes.

Once an On account balance has been set, the On account limit and customer balance will appear in the Sale screen under Account balance.

Managing insufficient On account limits

If the customer has reached their On account limit or there isn't enough remaining of their limit to complete the sale, there will be an alert on the Sale screen and the On account button will not be active. If so, you can:

1. Ask the customer to pay their balance.
2. Ask the customer to make a partial payment and put the remaining balance On account.
3. Allow or increase the customer On account limit (Admins only).

Adjusting On account limits in bulk

You can adjust On account limits in bulk by exporting your customer list, updating the details, and importing the spreadsheet.

Exporting and updating your spreadsheet file

1. Navigate to Customers > Customers.
2. (Optional) Use the filters to create a list of specific customers.

3. Click Export list.

   

4. Open the export file using a spreadsheet software.
5. Delete all columns except for first_name, last_name, customer_code, and on_account_limit.
6. In the on_account_limit column, adjust the account limits using the following:
   • 0: To disable On account balance.
   • Blank: To set an unlimited On account balance.

   • Enter a specific value: Enter the desired On account balance limit as a value. The value must be positive. Decimals and integers are accepted.

     

7. Save the file as a CSV (recommended), XLSX, or XLS.
8. Review and verify your file to prevent any import conflicts:
   • Remove any special characters, such as ™,☺,©, etc.
   • Erase any cells with N/A so that they have a blank field.
   • Format scientific numbers (4.001E+11) as regular integers (40010000000)
   • Format all cells, including cells with numbers, as plain text.

Importing your spreadsheet file

To import your spreadsheet file:

1. Navigate to Customers > Customers.

2. Click Import customers.

   

3. Drag and drop the file or click Select file to upload and select the file.
4. Confirm your columns are appropriately mapped, then click Next.

5. Click Import customers.

   

You'll be automatically redirected to the Customers page. When the upload is complete, a temporary banner will appear, and you will receive a notification confirming the process is complete.

What's next?