With Lightspeed Payments, you can email secure payment links to customers for online payments. This feature provides flexibility for handling credit accounts, work orders, and special orders. You can send these links with account statements or when requesting a deposit.

Note: The maximum you can request your customer to pay through the Lightspeed Payments link is 100,000 in your local currency.

Payments received through a payment link may take longer to deposit to your account than your usual settlement schedule. Once a payment has been successfully completed, it will settle to your account in approximately 2-5 business days.

Emailing payment links with an account statement

You can email account statements with payment links to your customers from the Customer account page.

1. Navigate to Customers > Credit accounts.
2. Click the name of the customer you wish to email an invoice to from the list.
3. In the Account statement section, select the date range, payment due date, and edit the amount due if required.
4. Click Email.

   

5. If you have configured your printing settings to print invoices in more than one language, choose a language for the email statement.
6. Review the details in the modal that opens. If the customer has an email address on file, it will auto populate. If not, enter an email address.
7. Click Send.

When your customer receives the email, they can click Pay online in the email to access the secure web portal. Once their payment is complete, both you and your customer will receive an email confirming the payment is complete.

Sending payment links with invoices is turned on by default. You can disable this feature in your settings.

1. Navigate to Settings > General options.
2. Click on the Billing tab.
3. Uncheck the box beside Include payment link by default.

   

4. Click Save changes.

You can re-enable email links at any time by checking the box again.

Sending payment links when requesting a deposit

You can email or print a receipt with a payment link from the sales screen when requesting a deposit. Your customer can then click the link in the email receipt or you can copy the link URL to send to you customer using a different messaging system. The link will direct your customer to a secure web portal where they can pay with a credit card.

1. Navigate to Sales > New sale.
2. Attach a customer to the sale. Add items if required.
3. Click Payment.
4. Click Deposit.

   

5. Enter the deposit amount to be paid through the Lightspeed Payments link.
6. Select Remote payment (via payment link) and click Next.

   

7. Choose to email receipt with payment link or print the receipt with payment link and click Next.

   

8. If you are emailing the receipt, the primary email for the customer will auto populate. Confirm the address and click Send.
9. Click Finish sale.
10. Print the receipt if required. The receipt will include the payment link.

When your customer receives the email receipt, they can click Pay deposit in the email to access the secure web portal. Once their payment is complete, both you and your customer will receive an email confirming the payment is complete.

Voiding a sale after sending a payment link will not cancel the link. To cancel the link for a voided sale, you must delete the payment link in Financial services. Refer to the Viewing payment link section for instructions.

Viewing payment links

All payment links can be viewed through Financial services in your Retail POS account. Navigate to Financial services > Lightspeed payments and click the Payment links tab.

Here you can view all your links and track their status.

You can click on the date created to view details about a link.

Canceling payment links

You may want to deactivate a link once it has been sent. If the link was generated during a sale, deactivating a link will not void the sale.

1. Navigate to Financial services > Lightspeed Payments.
2. Click the Payment links tab.
3. Locate the payment link and click Deactivate.

   

Configuring payment types for payment links

Merchants in the US can choose to offer credit, direct debit (through ACH), or both as options for your customers to pay through the payment link. To configure payment types for payment links:

Direct debit (ACH) payments may require your customer to verify their bank account with our partner, Stripe. This process can take several days, depending on how responsive your customer is.

1. Navigate to Settings > Payment processing.

   

2. Scroll to the Remote payment settings section.

   

3. Beside Remote Deposits, click the payment type. You can choose one of three options from the dropdown menu:
   1. Credit card: allows your customer to pay with credit card only for payment links.
   2. Debit card: allows your customer to pay with direct debit only for payment links.
   3. Credit card & Direct debit: offers the option for your customer to choose to pay with credit or direct debit when they click on a payment link.

      

4. Repeat step 3 for Account Statements.
5. Click Save changes.

Verifying direct debit payments

If your customer selects the direct debit option, they will need to confirm ownership of their account before payment can be completed. This process can be completed in one of two ways:

• Automatic verification

  By selecting this option, your customer will be able to complete their payment immediately.

  After selecting the US Bank Account payment method, your customer will search for their bank in the search bar. Once they find and select their bank, they will be prompted to use their bank’s online banking credentials.

  

• Manual verification

  By selecting this option, your customer will not be able to complete their payment until they have verified a micro deposit from our partner, Stripe. This process can take 1-2 business days.

  After selecting the US Bank Account payment method, your customer will click Enter bank details manually.

  

  After selecting this option and entering their bank account details, they will receive a prompt advising that Stripe will deposit $0.01 to their account in 1-2 business days.

  

  They will then receive an email with instructions to complete the payment process by verifying the six digit code from their bank statement.

  Payment cannot be completed until this process has been completed.

Updating custom sales receipts for payment links

If you use custom print templates for your sales receipts, you will have to update the template so payment links are displayed properly. You can make these changes by using the latest print template or by adjusting the code of your current template manually.

If you do not change your custom template to accommodate payment links, Retail POS will use the default print template for emailed links. For printed receipts, the payment link will not display on the receipt until the changes are made. You can copy the link from the sale completion page to send to your customer.

Using the latest print template

1. Navigate to Settings > Print templates.
2. Copy and paste the code of your current template in a separate document to ensure you can quickly revert your changes, if needed.
3. In the print template repository in Github, click the receipt folder.

   

4. Click SaleReceipt.tpl. For supported language versions, click the SaleReceipt with the language code you need

   

5. Click into the code box, select all, and copy the code.
6. In Retail POS, navigate to Settings > Print Templates.

   

7. Paste the code into the SaleReceipt field.

   

8. If your current receipt template includes custom options, add these back to the template.
9. Click anywhere outside the print template to save changes.

Adding code manually to your current template

If you prefer to update your existing template, specific code additions are required to make payment links visible on your printed and emailed receipt.

If you use the latest print template from the repository, the code changes will be done and you do not need to make these edits.

1. Navigate to Settings > Print templates.

   

2. In your custom sales receipt code, after the .barcodeContainer section, add the following:

   .remotePaymentLinkContainer {
   	text-align: center;
   	margin: 1.5em 0;
   }
   
   span.payOnlineTitle {
   	display: block;
   	font-size: 0.8rem;
   	font-weight: bold;
   	margin: 2rem 0 0.25rem;
   	text-transform: uppercase;
   }
   
   svg.payOnlineIcon {
   	height: 1rem;
   	margin-right: 0.25rem;
   	vertical-align: -0.2rem;
   	width: 1rem;
   }
   
   .payButton {
   	background-color: #1844cc;
   	background-image: linear-gradient(#537dec, #2e61de);
   	border: 1px solid #1844cc;
   	border-radius: 0.1875rem;
   	box-shadow: rgba(255, 255, 255, 0.15) 0px 1px 0px 0px inset;
   	color: #fff;
   	display: inline-block;
   	font-size: 1rem;
   	font-weight: 500;
   	line-height: 2rem;
   	margin: 1.5em 0 0;
   	padding: 0.375rem 1.5rem;
   	text-align: center;
   	text-decoration: none;
   	width: 90%;
   }
   
   .payButton:hover {
   	background-color: #2e61de;
   	background-image: linear-gradient(#2e61de, #2e61de);
   }
   

   Your code will look similar to this:

   

3. Below the line {{ _self.client_workorder_agreement(Sale,_context) }} add:

   {% if parameters.email %}
   	{{_self.remoteDepositLink(Sale,parameters) }}
   {% endif %}

   Your code will look similar to this:

   

4. After the code block that starts with {% if Sale.completed == 'true' and Sale.SalePayments and not parameters.gift_receipt %} and ends with { % endif % }, add:

   {% if not parameters.email %}
   		{{ _self.remoteDepositLink(Sale,parameters) }}
   {% endif %}
     

   Your code will look similar to this:

   

5. Below the line {% if options.workorders_as_title and Sale.SaleLines is empty and Sale.Customer.Workorders is defined %} Work Orders add:

   {% elseif Sale.SaleLines is empty and Sale.Customer.CreditAccount.MetaData.remoteDepositAmount %}
   					Remote deposit request
     

   Your code will look similar to this:

   

6. Replace the line immediately following {% if options.show_customer_credit_account and Sale.Customer and not parameters.gift_receipt and not store_copy %} with:

   {% if Sale.Customer.CreditAccount.MetaData.creditBalanceOwed > 0 or Sale.Customer.CreditAccount.MetaData.extraDeposit > 0 %}
       

   Your code will look similar to this:

   

7. After the {% if Sale.Customer.CreditAccount %} section add:

   {{ _self.remoteDepositSummary(Sale,parameters) }}

   Your code will look similar to this:

   

8. At the end of the {{ _self.remoteDepositSummary(Sale,parameters) }} section, after its {% endmacro %}, add:

   {% macro remoteDepositLink(Sale,parameters) %}
   {% if Sale.Customer.CreditAccount.MetaData.remotePaymentLinkUrl %}
   {% if parameters.email %}
   <p class="remotePaymentLinkContainer">
   <a href="{{ Sale.Customer.CreditAccount.MetaData.remotePaymentLinkUrl }}" class="payButton" target="_blank" data-test="remotePaymentLinkUrl">
   Pay deposit
   </a>
   </p>
   {% else %}
   <p class="remotePaymentLinkContainer">
   <span class="payOnlineTitle">
   <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" class="payOnlineIcon">
   <path d="M14 11h1.001a.998.998 0 0 0 .999-.998V2.998A.998.998 0 0 0 15.001 2H4a.998.998 0 0 0-1 .998V4h10.001c.552 0 .999.446.999.998V11z" opacity=".7"></path>
   <path d="M13 7H0V5.998C0 5.447.447 5 .999 5H12c.552 0 .999.446.999.998V7zm0 2v4.002a.998.998 0 0 1-.999.998H1a.998.998 0 0 1-1-.998V9h13z"></path>
   </svg>
   Pay online
   </span>
   <a href="{{ Sale.Customer.CreditAccount.MetaData.remotePaymentLinkUrl }}" target="_blank" data-test="remotePaymentLinkUrl">
   {{ Sale.Customer.CreditAccount.MetaData.remotePaymentLinkUrl }}
   </a>
   </p>
   {% endif %}
   {% endif %}
   {% endmacro %}
   
   {% macro remoteDepositSummary(Sale,parameters) %}
   {% if Sale.Customer.CreditAccount.MetaData.remoteDepositAmount %}
   {% if Sale.SaleLines is not empty %}
   <h1 class="spacer">
   Remote deposit request
   </h1>
   {{ _self.date(Sale) }}
   {% endif %}
   <h2 class="footerSectionTitle">Requested Payment</h2>
   <table class="totals">
   <tbody>
   <tr>
   <td width="100%">Account Deposit: </td>
   <td class="amount" data-test="remoteDepositAmount">{{ Sale.Customer.CreditAccount.MetaData.remoteDepositAmount|money }}</td>
   </tr>
   </tbody>
   </table>
   {% endif %}
   {% if Sale.Customer.CreditAccount.MetaData.creditBalanceOwedAfterPayment > 0 or Sale.Customer.CreditAccount.MetaData.extraDepositAfterPayment > 0 %}
   <h2 class="footerSectionTitle">Store Account (After Payment)</h2>
   <table class="totals">
   <tbody>
   {% if Sale.Customer.CreditAccount.MetaData.creditBalanceOwedAfterPayment > 0 %}
   <tr>
   <td width="100%">Balance Owed (after payment): </td>
   <td class="amount" data-test="creditBalanceOwedAfterPayment">{{ Sale.Customer.CreditAccount.MetaData.creditBalanceOwedAfterPayment|money }}</td>
   </tr>
   {% elseif Sale.Customer.CreditAccount.MetaData.extraDepositAfterPayment > 0 %}
   <tr>
   <td width="100%">On Deposit (after payment): </td>
   <td class="amount" data-test="extraDepositAfterPayment">{{ Sale.Customer.CreditAccount.MetaData.extraDepositAfterPayment|money }}</td>
   </tr>
   {% endif %}
   </tbody>
   </table>
   {% endif %}
   {% if Sale.Customer.MetaData.getAmountToCompleteAllAfterPayment > 0 %}
   <table class="totals">
   <tr class="total">
   <td width="100%">Remaining Balance (after payment): </td>
   <td class="amount" data-test="getAmountToCompleteAllAfterPayment">{{ Sale.Customer.MetaData.getAmountToCompleteAllAfterPayment|money }}</td>
   </tr>
   </table>
   {% endif %}
   {% endmacro %}

   Your code will look similar to this:

   

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