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Restaurant POS (L-Series) house account adjustments

Please review House Account Version 2 articles if you see Version 2 in Settings > House Accounts.

How to make house account adjustments in Lightspeed Restaurant (L-Series). 

Be sure a payment type matching the example below has already been created: 

Processing a house account adjustment for a customer profile

On the iPad, log in to the floorplan view and click on a table to open a transaction.

Then on the left-hand column, you can Add a Customer to the table, and search for the customer you are doing the adjustment for. (If you don't have the Add Customer button, click on Pay - then click on + Add Customer at the top left)

Next click on Pay on the top right of the iPad, and then select the Pay Account payment method (this could be named differently for your account, it is the payment method you use to process a payment towards a customer's account), hit Pay Tab (blue button)

A prompt will appear to fill in the amount you would like to apply to the account, put in the same amount you are adjusting, then click on OK.

To complete the sale, you will need to select a payment method - this is where you will click on Account Adjust./No Payment.

Once the balance reads 0, you can click on Finalize.

Processing house account adjustments between customer profiles

First, double-check that you have a Product created named Account Adjust., Open Price Type. 

On the iPad, log in to the floorplan view and click on a table to open a transaction.

Then on the left-hand column, you can Add a Customer to the table, and search for the customer you are doing the adjustment for. (If you don't have the Add Customer button, click on Pay - then click on + Add Customer at the top left)

Then go to the category that has the Account Adjust. product, click on it. Since you created it as an open price it will prompt you to input the amount of the item - you would put in the same amount you adjusted on the previous customer. 

Next, click on Pay on the top right of the iPad, and then select the Put on Account payment method (this could be named differently for your account, it is the payment method you use to put a transaction on a customer's house account)

When the balance reads 0$, you can click on Finalize

You have now adjusted a customer's house account balance in Lightspeed Restaurant and transferred the amount to another customer. 

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