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Changing, updating, and editing your Retail POS (X-Series) plan FAQ

  • The account owner user can edit billing details on the Billing page, which will directly reflect on the invoice. To edit these details, navigate to Setup > Billing and click Edit billing recipient.

    When updating the billing recipient information, a valid billing address must be entered and billing recipient information cannot be updated without it.

    For merchants located in Canada, the billing address details will be used to calculate the sales tax charged on Retail POS subscriptions.

    If you want a CC email for the invoices (more than one email address to receive a copy of the invoice), you can contact Support to have this second address added to your account.

  • Annual billing is when you pay for 12 months of your monthly subscription upfront. This reduces your credit card processing fees, especially for international customers, and gives you a discount on your subscription. For further information on the latest plans, refer to our pricing page. You can also view your statement by clicking on View latest statements in the Billing section of the page. 

    Please note that we do not offer prorated refunds if you decide to terminate an annual or monthly contract early. Refer to the Lightspeed Service Agreement for more details.

  • Monthly billing is when you pay for your subscription each month. This option costs more per month but offers you more flexibility. To create a streamlined billing experience, the transaction fee is included in your monthly bill and is visible on the same invoice.

    For further information on the latest plans, refer to our pricing page. You can also view your statement by clicking on View latest statements in the Billing section of the page.

    Please note that we do not offer prorated refunds if you decide to terminate an annual or monthly contract early. Refer to the Lightspeed Service Agreement for more details.

  • If you’re an existing customer, navigate to Setup > Billing. In the Billing section, under the Billing frequency header, your frequency will be displayed as You are billed monthly.

    Billing-Frequency-Click-Edit.png

    Changing your billing frequency does NOT require you to upgrade from legacy Lite or Pro plans to a current plan.

    To change your plan from monthly to annually, click Edit billing frequency.

    Review the change on the billing frequency modal that opens and click Update billing frequency to confirm.

    If you change the pricing plan partway through a month, your pricing will be prorated. Your billing date will also change to the date you initiated the billing frequency change. 

    This is what happens:

    • When you change your pricing plan, we restart your billing from the day you make the change.
    • Any remaining days from your previous month are shown as a credit adjustment on your invoice.
    • The charges for the next full year are added to your invoice.
    • Your bill total = full new annual charge - amount credited.
    • Payment will be taken the day you make the change.
  • If you’re an existing customer, navigate to Setup > Billing. In the Billing section, under the Billing frequency header, your frequency will be displayed as You are billed annually.

    Billing-Frequency-Click-Edit-Annually.png

    Changing your billing frequency does NOT require you to upgrade from legacy Lite or Pro plans to a current plan.

    To change your plan from annually to monthly, click Edit billing frequency.

    Review the change on the billing frequency modal that opens and click Update billing frequency to confirm.

    As with changing to annual billing, if you change the pricing plan partway through the year, your pricing will be prorated. Your billing date will also change to the date you initiated the billing frequency change. 

    This is what happens:

    • The charges for the next full month on your new plan are added to your invoice, and it is most likely you will not be charged as the cost of the month will be smaller than the annual credit (unless this change occurs close to the end of the Annual period).

    If you make this change immediately after your account was charged for an annual period, you will be entitled to a refund of the remaining credit balance on your account. You will need to contact our Support team to request this refund.

    If the change occurs later in your Annual period, the credit will remain on your account, but you will not be eligible to have these funds refunded even if you cancel your account. You can contact our Support team if you require assistance.

    A refund will only be issued if you make the change to a monthly frequency AND contact us immediately after the original annual charge.

  • You can change your pricing plan, either by upgrading or downsizing, at any time. For simplicity, it is easiest to change your plan at the end of your billing cycle (monthly or annually).

    If you change the pricing plan partway through a month (or year, for annual billing), your pricing will be prorated. Your billing date will also change to the date you initiated the pricing plan change. 

    This is what happens:

    • When you change your pricing plan, we restart your billing from the day you make the change.
    • Any remaining days from your previous month (or year, for annual billing) are shown as a credit adjustment on your invoice.
    • The charges for the next full month (or year, for annual billing) on your new plan are added to your invoice.
    • Your bill total = full new charge - amount credited.
    • Payment will be taken the day you make the change.

    To change your plan, navigate to SetupBillingView our pricing plans. Click Select Plan on your desired plan, select either Annual Billing or Monthly Billing, and click Switch Plan to confirm your change.

    If you are unable to select the plan you want to switch to, you are likely outside of the selected plan's limits.

  • No, your pricing plan will not automatically decrease based on usage.

    However, your business might scale down by closing an outlet. As Basic, Core, and Plus plans are charged per outlet, if you delete an outlet then your price will decrease, once you have reduced the outlet licenses.

    To reduce your outlet licenses, navigate to Setup > Billing > Manage plan and click Edit licenses. Outlets-Billing-Edit-Licenses.png

    Click Next, review the change, then click Update licenses to finish.

    If you have additional paid registers, you can cancel these at any time, which will also reduce what you pay. There are some conditions for reducing registers billed outlined below.

  • On our Basic, Core, and Plus plans, one register is included for free with each outlet you set up in your store. You can purchase as many additional registers as you like for each of your outlets on any plan.

    When adding additional registers to your license, you will be immediately charged a prorated amount based on the number of days/months until your next renewal. At your next renewal, you will be charged for the renewal of your base plan and any extra registers you have added in the previous period.

    If you remove an extra register, you will also need to downgrade the number of register licenses to lower your billing. Once this has been done, we'll remove the additional register charge for the next renewal, but you will only be issued a prorated credit for the unused period if you are on an Annual plan. If you pay for an extra register on a monthly plan, you will not receive credit for any unused days. This is what happens:

    • When you add a register from your license, this will incur a prorated charge from the day you make the change.
    • When you reduce a register license, any remaining unused days from your previous/current paid annual subscription for the deleted register are shown as a prorated credit adjustment on your invoice/statement.
    • The charges for the next full month (or year, for annual billing) with more or fewer registers on your new plan are added to your invoice.
    • Your bill total = full new charge - amount credited.
    • Payment will be taken the day you make the change.

    For more information, refer to our Setting up your outlets and registers guide.

    When you remove the register, your base plan will not automatically be updated. Remember to check the pricing plan page to adjust your plan if your usage has downgraded manually.

  • On the Basic, Core, and Plus plans, your billing is determined based on the number of outlets and registers you have on your license. One outlet is included with your Retail POS subscription.

    If you have more than one outlet and then remove an outlet, you will need to reduce your licenses in order to update your billing. For more information, refer to our Setting up your outlets and registers guide.

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