1/19/2024 0 Comments Lightspeed retail login packages![]() ![]() To do so, navigate to Subscriptions > Subscriptions. You can review and make changes to any existing subscriptions at any time. The QR code will be replaced with a confirmation that the credit card has been added.Have the customer enter their card number, expiration date, CVC, and zip code.Have the customer tap + Add payment method. The QR code will open a web browser on the customer's phone bringing them to their profile.Have the customer scan this code with their phone. ![]() Under invite customer to add their own card, click Invite.To invite the customer to enter their own card information: Enter the card number, expiration date, and CVC. ![]() Having the customer enter their own card information is more secure as they do not have to share their card information with the employee who is entering the data. ![]() You can add a customer's credit card to their subscription by either asking for the card's information and entering it manually, or by inviting them to add the card information themselves. The sale is not created if the last payment failed. The shop location and register that were used to create the subscription are used for these sales. Once a subscription to a plan exists, it will automatically generate a completed sale (and if appropriate, a shipping order) for the items included in the plan at the specified intervals for the customer attached. Lightspeed Retail will similarly ensure that the credit card information being entered is valid, and will securely store that information for future billing. Under payment method, select the credit card on file to be used to pay for this subscription, or click Add credit card to add and select a new card (see below).Ī confirmation email will be sent to your customer once their subscription has been created.Īs you fill out information, Lightspeed Retail will notify you if any required information in the customer's profile is missing.Ĭlick View to access the customer's profile and fill in any missing information.Indicate whether to start the subscription immediately or on a future date.Under Plan, begin entering the name of the existing plan you wish to sell to the customer, then select the plan from the list of suggestions.Select the desired customer from the list of suggestions.Click Add customer, enter all or part of the first or last name of the existing customer you wish to sell the subscription to, then click Search.Once you have created a plan, you can begin selling subscriptions to that plan. If you are using a plan to collect recurring membership fees, create a non-inventory item in your inventory and add that item to the plan. Fixed: A subscription will end automatically after the number of intervals you define.Rolling: The subscription will continue indefinitely until it is cancelled.Note: Customers subscribing to this plan will automatically be assigned to that customer type, allowing you to identify them for the purposes of reporting or assigning price rules or discounts. Enter the name of the customer type to associate with this plan.Optionally, associate a c ustomer type with the plan:.You will be able to access the shipment order under Inventory > Shipping. Note: This will automatically create a shipment order in Lightspeed Retail each time the recurring sale is completed. Toggle shipping on if the plan includes items that will be shipped to the customer.Optionally, adjust the quantity of the item to be included in the plan.Optionally, modify the recurring price the item will be sold at as part of the plan.Select the item from the search results to add it to the plan.Use the search bar to find items to add to the plan.Click Add product to add items to your plan:.Use the drop-down menu to select the Intervalbetween billings for this plan.Creating a planīefore you can sign up customers for subscriptions, you'll need to create a plan to subscribe them to. Lightspeed Subscriptions requires that you use Lightspeed Payments. Once Subscriptions has been added to your account it will appear in Lightspeed Retail's main menu and you can begin creating plans. Whether you're shipping monthly packages or collecting membership fees, Subscriptions will handle payment collection for you.Ĭontact your account manager to inquire about adding Lightspeed Subscriptions to your account. Lightspeed Subscriptions works with Lightspeed Payments and Lightspeed Retail to give you the tools you need to setup and manage recurring monthly billing. ![]()
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