This feature is not available on iPad.

You can save customer payment details directly in the customer’s profile, offering a safe and secure way to store card information and streamline repeat purchases for returning customers.

Enabling saved payment methods

To enable the saved payment method feature, you need to configure some settings and user role permissions. Only Admin roles can enable this feature.

Enabling saved payment method from the Setup page

1. Navigate to Setup > Saved Payment Methods.

2. Click the toggle beside Enable Saved Payment Methods.

   

3. Review the terms of service for the feature and click Accept.

   

Enabling saved payment method from the customer profile

1. Navigate to Customers > Customers.
2. Click on the arrow to expand the customer details.
3. Click the Saved payment methods tab.

4. Click Enable Saved payment methods.

   

5. Review the terms of service and click Accept.

Configuring employee role permissions for saved payment methods

Once the feature is enabled, you can customize your employee role permissions for adding, editing, and using payment information. By default, only the Admin role can add, edit, and use payment information on file, but you can update other employee roles to suit your needs.

1. Navigate to Setup > Users > Roles.

   

2. Click on the user role you want to update permission for.

3. In the Saved Payment Methods section, check or uncheck the box beside Add, edit & save customer’s Saved Payment methods.

   

Adding a saved payment method during a sale

You can save payment methods to a customer's profile during a sale.

1. Navigate to Sell > Sell.
2. Add items and attach a customer to the sale.
3. Click Pay.
4. Click Lightspeed Payments > Enter card details manually.

5. Enter the customer card information and click the checkbox beside Save payment details for future purchases.

   

   By checking the box, you confirm that you have the customer’s permission to save their card details.

6. Click Process payment.
7. Click Complete sale.

Using a saved payment method during a sale

Once you have saved a customer’s payment details, you can complete sales using the saved payment method.

1. Navigate to Sell > Sell.
2. Add items and attach a customer to the sale.
3. Click Pay.

4. Click Pay with [card name].

   

5. If the customer has more than one card, this button will display as Pay with saved card. Click the button and choose the card from the dropdown.

   

6. Click Complete sale.

Viewing and deleting saved payment methods

You can view and delete saved payment methods from the Customers page.

1. Navigate to Customers > Customers.
2. Click the arrow beside the customer you want to view.

3. Click the Saved payment methods tab. The customer’s saved payment methods are listed here.

   

To remove a card from the list:

1. Click the three dots beside the card.
2. Click Delete. Confirm you are deleting the correct card and click Delete again.

What's next?