We’re excited for you to start using the new and improved House accounts module! It will create a better experience for you, your staff and your customers by unifying the experience across Lightspeed Golf, Lightspeed Retail (R-Series), and Lightspeed Restaurant.
Please notify us in advance if your workflow includes a Loyalty program, as we can coordinate further configuration requirements.
About the new house accounts
Here is everything you need to know about House Accounts 2.0:
- Moves house account creation into Lightspeed Golf.
- Consolidates bills and charges for your customers.
- Simplifies workflows for your staff.
- Updates balances in real time.
House account balance migration
As part of the migration to the new House Accounts, we will:
- Create two new payment methods: House Account Charge and House Account Payment
- Create a dedicated SKU to transfer balances: Golf House Account Migration
- The total sales attributed to this SKU will equal your AR balance as of the day before migration.
Customers created outside of Lightspeed Golf require a manual migration. To ensure your data remains consistent, add customers to Lightspeed Golf exactly as they appear in Lightspeed Retail by following these steps:
- Copy the First name, Last name, Phone number, and Email from Lightspeed Retail.
- Paste the information into Lightspeed Golf while adding the new customer.
- Verify that the ID in Golf matches the ID in the Retail URL.
- Adjust the customer's balance using the Golf House Account Migration SKU, as necessary.
Both new payment types - House Account Charge and House Account Payment - and the Golf House Account Migration SKU will require mapping post-migration in your accounting integration(s).
What to expect after migration
After your house accounts have been migrated, you can expect the following changes:
- House account payments: All payments and charges related to house accounts will be managed through the Sales screen in retail.
- Event deposits: Event deposits can only be processed in Lightspeed Golf or Lightspeed Retail (R-Series).
- Payment links: Payment links will no longer be accessible. Payments can still be processed from a member's dashboard or by attaching a credit card to their customer profile.
- Aging report: The aging report will reset post-migration. We can share a copy of this report pre-migration if requested.
- Loyalty Points and Metolius: The Golf House Account Migration SKU must be excluded from both the loyalty program and the Metolius dashboard because it will appear as a sale post migration.
Video tutorials
Please review these tutorials and webinars to ensure your club's transition goes as smoothly as possible: