At a glance
- Billing Cycle and Monthly Notice settings can be adjusted in Settings → House Account
- These settings apply to all customer profiles
- Enabling automatic billing is accomplished for each customer profile in their House Account tab
- You will be asked to select a payment method saved in their customer profile
- In the Payment History at the bottom of the house account page, automatic billing charges will be listed as “Statement”
Notes
- Automatic billing will charge amounts matching the previous month's closing balance(s)
- If a June statement had a closing balance of $500 amount due, automatic billing will process on the date selected, for the $500
- Enabling automatic billing will only impact the next month
- Example: automatic billing enabled in April will process for the first time in May
- Reports can be found in all Lightspeed platforms related to the charge(s)
- This includes Lightspeed Golf, Retail (R-Series), and Restaurant (L-Series) respectively
House account settings
- Navigate to Settings → House Accounts from the sidebar
- Only Owner & Manager employee profiles can access these settings
- Set the Billing Cycle date
- This will correspond to the day of the month that automatic billing will process, across all customer profiles that have it enabled
- Enable or Disable monthly notice emails
- When enabled, these will always send on the first of the month
- Customers could also log in to their dashboard in order to see their account balances if they have activated their profile online
Enabling house account automatic billing
- Navigate to the customer profile where automatic billing is to be enabled for
- Open the House Account tab
- Enable the Automatic Billing toggle button
- Choose the Payment Method saved on file to be used for automatic billing
- If a payment method is not yet added, you will be prompted to add one
House account payment history
- House Account Payment History is listed at the bottom of the house account tab
- It lists all payments processed from the House Account from Lightspeed Golf, as well as automatic billing payments
- Payments with a description of “Statement” represent automatic billing charges, while charges with a description of “Payment” were processed manually
- You can click on the status to see more information, and any notes left with the payment