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Setting up customer invoicing

Customer invoicing enables you to create a bill for goods or services that a customer can pay later, such as for catering or special events. Add a payment method using the IKDEBT code in the Back Office to enable customer invoicing. If desired, customize invoice templates to change how invoices will appear to customers.

Table of contents:

Adding an IKDEBT payment method

Add a payment method in the Back Office using the IKDEBT code to activate the customer invoicing feature and unlock the ability to create new invoices.

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. From the navigation menu, select Configuration > Settings > Payment methods.
  3. Click Add a payment method.
  4. Fill in the fields according to the values in the IKDEBT payment method settings table.
  5. Click Save to create the payment method.

back-office-new-payment-method-invoice.png

IKDEBT payment method settings

Field Value
Code Enter IKDEBT.
Name What the payment method will be called at the POS and on receipts (for example, Invoice or Debtor).
Accounting reference (optional) Used for accounting integrations, such as Lightspeed Accounting. Based on this code, the correct payment method can be mapped.
Payment method type Select Other payment method
All other settings Configure as desired. See Adding payment methods for help.

Customizing invoice templates (optional)

Invoice templates control how customer invoices look and the information they contain.

Two invoice templates are automatically set up by default: one for receipt-format invoices printed at the POS and one for letter-format invoices viewed from the Accounts receivable page in the Back Office. Customize these templates in the Back Office to add additional details, such as a refund policy or terms and conditions.

  1. Customize the receipt format used when printing an invoice at the POS by following the steps here.
  2. Customize the letter format used when viewing an invoice in the Back Office by following the steps here.

What's next?

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