#Lightspeed onsite post invoice how to

To apply payments on an Account Sale in Xero, you will first need to Approve the invoice.

#Lightspeed onsite post invoice how to

The Account Sale Integration support payments from both Lightspeed or Xero, if a payment is made in Lightspeed this will then be sent through to the matching invoice in Xero on the next Integration sync.įor steps on how to process Account payments on POS, you can view this guide How can payments be applied to Account Sales? (Note: If products are added in quantities, they will appear as separate lines in Xero)

The Products you have added to the order.

The Lightspeed SaleID for the Account Sale.

A Prefix if this was set in your Accounting Integration.

To access your invoices, you can select Business and Invoices from the menu bar in Xero. When you place an order onto a Customers account, this will then be sent as an Awaiting Payment invoice into Xero. Where do Account Sale invoices export to in Xero?

The sale will now be added to the customers account, if you have your Xero Integration setup and configured this will now be queued to send through to Xero. If they already exist you can search for their name or add them as a new customer. Head to the Features section in Back Office and search for the Accounts add-on.Īdd the Customer & their items to the orderįrom the POS, when the Customer is ready to order add his items on the POS, select his name by tapping on the 'Add Customer' button. How can payments be applied to Account Sales| 5mins.Where do Account Sale invoices export to in Xero| 5mins.This guide will run you through to workflow on how to create Account Sales, where they sync to in Xero & how payment can be applied in either Lightspeed or your Xero Accounting Platform.įor steps on configuring your Accounting Integrations, view the guide here Lightspeed enables you to seamlessly create accounts, place orders under an account, and send customer invoices directly to your Xero Integration, automatically.