This article is separated into four sections listed below.
Extract Your Data
- Be sure to extract all list data including customers, vendors, items, and employees.
- Download any reports you will need to reference for historical data and tax purposes
Export Employee Data
- Navigate to "Settings" and then "Employee Setup".
- Optionally, use the available fields and click "Search" to refine your results.
- Click "Export".
Export Customer Data
- Navigate to "Customers" and then "Customers".
- Optionally, search for a customer.
- Click "Export".
Export Items
- Navigate to "Inventory" and then "Item Search"
- Optionally, apply filters to include or exclude specific items
- Click "Export".
Export Lightspeed Payments Data
1. Navigate to "Lightspeed Payments Transaction and Payouts Report".
2. Click "Export.
Note: Your software can be activated for a month at a time if needed to reference data. There is no guarantee how long this data will be archived by Lightspeed.
Cancel Software Subscription
Monthly - contact your Lightspeed Account Manager to provide written notice (30) days in advance.
Annual - annual contracts are paid in advance. Pro-rated refunds are not available. You may still reach out to your Lightspeed Account Manager to notify them of your intentions to not renew or let them know upon renewal.
Note: If you're not sure who your Lightspeed Account Manager if, please contact iPOS for an introduction / contact info.
Close Merchant Account
- If you are using Lightspeed Payments, this will be closed automatically when your account is cancelled or becomes inactive.
- If you use a third-party processor, you will need to contact them directly to request account closure after obtaining any reports you may need for tax or historical reference purposes.
Hardware
- Properly recycle any hardware you are not able to sell or donate.
- Don't forget to factory reset any PCs or iPads to ensure your private data is not accessible to anyone.
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