Hi. How can we help?

Search

Creating On account sales

On account sales are used to track product purchases that the customer intends to pay at a later date. By placing a purchase On account, you will create an invoice for that sale that the customer will need to pay. Products put On account are removed from inventory.

For merchants integrated with Xero or QuickBooks Online, On account sales will create an accounts receivable invoice in Xero or QuickBooks Online. For more information about On account sales using Xero or QuickBooks Online, refer to our articles Sending On account sales to Xero or Sending On account sales to QuickBooks Online.

Creating an On account sale

You can also process On account sales using the Lightspeed Scanner app.

Before starting an On account sale, make sure a customer is added to the sale.

  1. Add items to the sale.
  2. Click Pay.
  3. Click On Account.

    Sale showing different payment options, including On Account.

  4. Add a note to the sale if required.
  5. If you wish to send an email receipt with a payment link, ensure the toggle is on and the customer's email is correct.

    Sale with option to email receipt to customer toggle emphasized.

  6. Click Complete sale.
  7. Print or email receipt.
If an On account limit has not been set for the customer or they do not have enough available, the On Account button will be disabled and you will not be able to add the sale to the customer's account. In this case you have three options:
  • Ask the customer to pay their balance.
  • Ask the customer to make a partial payment and put the remaining balance On account.
  • If you have user permissions to do so, you can allow or increase the customer On account limit.

The sale will be shifted to On account status, and the customer will have a balance-owing recorded. Each time that customer is added to a sale, you will be able to see any outstanding balance on their account. The On account sale will remain open until the balance-owing reaches zero.

Opening an existing On account sale

Merchants integrated with Xero should not edit existing On account sales, as this may cause record keeping inaccuracies. Merchants integrated with QuickBooks Online can edit existing On account sales, as the information continually syncs between QuickBooks Online and Retail POS.

  1. Navigate to Sales History.
  2. Find the On account sale, using filters if required.
  3. Click on the sale to expand the details.
  4. Click Continue sale. The sale will then open on your Sell screen.

    Expanded view of a sale, with Continue sale option emphasized.

  5. From the Sell screen you can add new items, complete the sale, or void the sale.

The original sale lines will be locked and cannot be edited. If you wish to remove items from the original sale, you should void and recreate the sale. Refer to Voiding using the sales history for more information on voiding On account sales.

What's next?

Setting On account limits

Set default and custom On account balance limits for your customers.

Learn more

Managing On account balances

Keep visibility on customer's On account balances and make payments toward balances.

Learn more

Was this article helpful?