How do I add a customer to a completed transaction in Lightspeed Retail (X-Series) POS?

For Lightspeed Retail (X-Series) POS brands
Formerly known as Vend POS

In your Lightspeed Retail (X-Series) POS dashboard

1. From the side navigation menu, Click Sell > Sales History

Lightspeed Retail (X-Series) POS interface showing the 'Create New Customer' button clicked. The customer is added to both the Lightspeed and Marsello customer databases, including their details, marketing preferences, and sales data. The 'Sales History' section is then selected.

2. Find the customer's order, then click on the toggle arrow to open the order details.

3. Click Edit

4. Under Details, next to the Customer's name, search for them by name or email address and click on their profile to add them to the sale.

5. Click Save changes. The customer will now appear in the order's details in Lightspeed Retail (X-Series) POS and they will earn loyalty points for the sale.

📝 Note: This can take up to 15 minutes to sync across to Marsello.

Brands also searched for: scre, tran, adjud, retu, reti, refu, lyoa, loiy, prci, csut, brithday, brithda

Connect Lightspeed Retail (R-Series) POS to Marsello

Install the Marsello iOS extension for Lightspeed Retail (X-Series) POS

Install the Marsello Chrome extension for Lightspeed Retail (X-Series) POS

How do I use Marsello with Lightspeed Retail (X-Series) POS?

How are loyalty points automatically awarded in Lightspeed Retail (X-Series) POS?