In Lightspeed Retail, staff should start the sale, add the customer to the sale, and then complete the transaction normally. Depending on your Lightspeed setup, staff may choose Add Customer, create a new customer, or attach an existing one before payment. The customer should be attached before completing checkout so the transaction can be linked correctly.
Lightspeed offers multiple product lines including Retail (R-Series) and Retail POS (X-Series). The customer attachment workflow may differ between these products. Refer to the appropriate help links below for your specific Lightspeed version.
Lightspeed checkout identification
Start the sale in Lightspeed
Open a new sale and add items to the cart as normal.
Add customer to the sale
Use the Add Customer option to search for or create a customer profile. Attach the SpenVest customer to the sale before proceeding to payment.
Confirm customer is attached
Verify the customer appears on the sale before finalising the transaction.
Complete payment normally
Process payment through Lightspeed as usual. Customer identification does not affect payment processing.
Official Lightspeed help links
Lightspeed workflows may vary by product version, device, and provider plan. Refer to the official Lightspeed help links above for the most current instructions.