Manage Account

Visit the Manage Account page in BackOffice to view and update business contact and payment information to ensure uninterrupted Lightspeed Retail service. View billing plan details, pricing, and fees, see any add-ons attached to the account, add or remove register licenses, get invoices for past billings, and retry failed bill payments.

Watch our Manage Billing video below:

Table of Contents

Business Owner Information

The Business Owner is the main point of contact for and administrator of a Lightspeed Retail account. Review and update the name, phone number, and email address of the Business Owner to ensure contact details are up to date.

If you have multiple linked locations, the Business Owner applies to all linked stores.

1. Sign in to BackOffice as the Business Owner or as an employee with the 'Manage Account' permission.

   Learn more about customizable BackOffice permissions here.

2. Click ‘Settings’, and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

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3. In the ‘Business Owner’ section, review the name, phone number, and email address listed.

   

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4. If necessary, follow steps 4a - 4b below to update the Business Owner information.
   a  Select ‘Update Info’.

   

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   b  Make changes as needed, then click ‘OK’ to save.
   Entering a new email address does not update the BackOffice login for the Business Owner. To request a change to the Business Owner’s BackOffice login, contact Customer Care.

   

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Manage Plan Details

View subscription details, and update the number of register licenses on your account to fit current business needs. Depending on your pricing package, adding or removing licenses may increase or decrease the amount you pay for Lightspeed Retail.

If you have multiple linked locations, plans must be managed separately from the BackOffice of each linked store.

1. Sign in to BackOffice as the Business Owner or as an employee with the 'Manage Account' permission.

   Learn more about customizable BackOffice permissions here.

2. Click ‘Settings’, and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

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3. In the ‘Your Plan’ section, review the number of register licenses, plan details, and billing amount.

   

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4. If necessary, follow steps 4a - 4b below to update the number of register licenses for the account.

   Register licenses determine how many registers can be activated on an account and affect billing rates for merchants on select pricing packages.

   a  Select ‘Manage Plan’.

   

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   b  Adjust the number of register licenses, then click ‘Update’.
   Merchants on select pricing packages will be charged a prorated amount immediately for each new license added. To remove a register license, you may first need to deactivate an existing register.

   Visit our full Add & Remove Register Licenses article to learn more about how register licenses affect billing and when it is necessary to deactivate registers.

   

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Add or Update Payment Method

Add or update the payment method on file to control which credit card is charged when your account gets billed. If you have multiple linked locations, payment methods must be managed separately from the BackOffice of each linked store.

1. Sign in to BackOffice as the Business Owner or as an employee with the 'Manage Account' permission.

   Learn more about customizable BackOffice permissions here.

2. Click ‘Settings’, and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

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3. In the ‘Payment Method’ section, review the details of the payment method on file.

   

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4. If necessary, follow steps 4a - 4c below to add or update payment method information.
   a  Click ‘Add Payment Method’ to put a credit card on file or ‘Update Payment Method’ to update existing card information.

   

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   b  Enter your billing contact information and business address, then click ‘Next’.

   

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   c  Enter your credit card details, then click ‘Submit’.

   

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View Billing Activity

View account billing activity occurring within the last 120 days. Export copies of billing invoices to keep for your records, and retry failed payments to keep your account in good standing. If you have multiple linked locations, billing activity must be viewed separately from the BackOffice of each linked store.

When a Lightspeed Retail account payment is declined or past due, you will be prompted when signing into BackOffice to retry the payment or update payment information. To learn how this works, visit the Billing Troubleshooting guide.

1. Sign in to BackOffice as the Business Owner or as an employee with the 'Manage Account' permission.

   Learn more about customizable BackOffice permissions here.

2. Click ‘Settings’, and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

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3. Scroll down to the 'Billing Activity' section.

   

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   Date | Date the billing activity occurred.
   Type | ’Invoice’ (the bill for your Lightspeed Retail service) or ‘Payment’ (the charge to your credit card).
   Status | ‘Paid’, ‘Unpaid’, ‘Processed’, or ‘Error’.
   Amount | Total fee invoiced or paid for the billing period.

   Email PDF | Click to send a copy of the invoice to the Business Owner’s email. View a sample invoice here.
   Retry Payment | Click to charge the existing credit card on file again if there was a payment error. This option is not available for accounts with an in-app subscription. If the error persists after retrying, you may need to update the credit card on file to successfully complete the payment.