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.

What's next?