Once you have setup your Lightspeed Payments hardware and configured your Retail POS settings, you can now process sales using Lightspeed Payments. If you have yet to complete the setup process, refer to our Configuring Lightspeed Payments article.

Creating a sale

For a more comprehensive guide on creating a sale prior to processing payment with Lightspeed Payments, refer to our Making a sale in Retail POS (R-Series) guide.

To start a new sale, navigate to the Sales Screen. Click New Sale. 

You can also continue an in-progress sale in three different ways:

• From the main menu, click Sales > Continue Sale.
• Click Sales and under Recent Activity, click the shopping cart icon next to the in-progress sale.
• Click Sales and under Recent Activity, click View All to find and continue other in-progress sales.

Configuring a sale

1. Attach a customer to the sale. You can either search for an existing customer or create a new one.
2. Add the items to the sale, adjusting the quantity, pricing, and other item details as required.
   
3. Modify the entire sale to add an employee, discount or set tax as required.
   

Processing a payment

Card payment with Quick Pay

If your customer is paying for the entire sale with a credit or debit card:

1. From the payment screen, click Card.
2. Select a terminal.
3. Click Start Payment.
4. Process the credit or debit card at the terminal. If the payment is successful, the sale completes automatically.

For debit transactions, only debit cards issued in the United States are compatible with Lightspeed Payments. Debit credit cards (such as Visa Debit or Mastercard Debit) from outside the U.S. are compatible provided your customer selects Credit on the payment terminal as the method of payment.

If your customer's card has insufficient credit or funds to cover the payment, Lightspeed Retail will partially approve the payment and charge the maximum available amount on the card if Allow Partial Approvals is enabled in your Lightspeed Payments gateway settings. This is also true for card payments with Quick Pay. You can then click Back to Sale and your customer can pay for the balance with a different payment type. If they prefer, they can also choose to remove the credit or debit card payment and use a different payment type altogether.

Cash payment with Quick Pay

If your customer is paying for the entire sale in cash:

1. From the payment screen, click Cash.
2. Enter the amount of cash your customer has handed you by clicking the cash denomination buttons, entering the amount, or clicking the MAX button. The Balance amount indicates whether you need additional cash from your customer or owe your customer change.
3. Click Finish Sale.

Processing split payments

If your customer wishes to use a combination of payment types, you can accept partial payments to split the sale amount across multiple payment types:

1. Click Payment.
2. Depending on your customer's payment type(s), click payment type and enter or process an amount for the first payment type.
3. Repeat step 2 for each payment type the customer wishes to use until the balance is paid.
4. Click Finish Sale.

Printing or emailing the receipt

Once you click Finish Sale, you can either print the receipt, print the gift receipt, or email the receipt to your customer.

1. To print the receipt, click Print Receipt.
2. To print the gift receipt, click Print Gift Receipt.
3. To email the receipt, click Email Receipt, enter your customer's email address in the To Email Address field and click Email Receipt.

What's next?