Lightspeed - How to add Client in Sell Tab

15 STEPS

1. Welcome to the tutorial on how to Add Client in Sell Tab

2. To Add Client in Sell tab, type in the Customer Name in Add a Customer bar.

3. Click Add as a new customer.

4. Enter First Name, Last Name, Email and Contact Number.

5. If you like to add this certain client to a group, select the correct group in Customer group selection field.

6. Tick the switch icon if the Client Opt-in to marketing and promotional emails.

7. Click Details

8. Type in Mailing address information

9. Scroll down and Type in Additional information if needed

10. Under settings page, select in Allow an on account balance if you would like to make the client still able to purchase if he/she still has a balance.

11. Tick the switch icon if you want to enable loyalty program for this client.

12. Select Tax rate.

13. Click Create new customer

14. Green Banner will show upon clicking add client to confirm the Client record is saved.

15. That's it. You're done.

Thank you for your time.