On Account sales allow customers to purchase products or services on a credit account that they can pay off later. With Retail POS, you can easily manage your On account feature, with control over default balances for new customers, and the ability to edit existing customer balances.

Only Admins and users with certain account permissions are able to allow, set, and update On account limits.

Setting a default On account limit

To provide greater efficiency, you can now set a default On account limit for new customers from the On account settings page.

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.
   • If you wish to disable On account sales for new customers, select No.
   • If you wish to allow On account sales with a balance limit, select Yes, but with a balance limit, then enter the balance limit in the value field.

     

3. Click Save changes.

On account balance limits can always be edited, regardless of the default allowed on the Settings page.

Setting or editing customer specific On account limit

You may want to 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 customer specific On account limit:

1. Navigate to Customer > Customers.
2. Locate the customer you wish to set a specific On account limit for and click to expand their profile.
3. Click Edit customer.
4. Select the Details tab.
5. Scroll down to Settings. Under Allow on-account payments click Yes, up to a limit.
6. Enter a balance limit in the value field.

   

7. 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.

Adjusting On account limits in bulk

You can adjust On account limits in bulk by creating a spreadsheet and then sending it to the Retail Imports Team.

1. Navigate to Customers > Customers.

   

2. Use the filters to create a list of customers you wish to adjust account limits for and click Export list.

   

3. Open the export file and delete all columns except for customer_code, first_name, last_name, and on_account_limit.

   You must include the customer_code for all the customers in your file. First and last names are also required as a verification reference.

4. In the on_account_limit column, adjust the account limits using the following:
   • Disable: To not allow On account balance.
   • Unlimited: 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.

     

5. Save the file as an XLSX or CSV.
6. 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.
7. Submit your file to the Retail Imports Team using the import request form.

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