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Processing payments in standalone mode with Lightspeed Payments Smart Terminal (WisePOS E)

With standalone mode, you can choose to process payments on your terminal without creating a sale in Retail POS. This option allows you more flexibility in the daily operation of your business.

Payments received in standalone mode are not synced to the sales history and do not affect your inventory records. They are reported exclusively in the Payments tab of the merchant portal. This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

Standalone mode using the Smart Terminal (WisePOS E) requires a stable internet connection to function.

Enabling standalone mode

Standalone mode can be enabled through the financial services page. 

  1. Navigate to Financial services > Lightspeed Payments > Settings.Retail-R-finanical-settings.png
  2. Click the toggle to enable standalone mode. 
  3. Click Save.Retail-R-standalone.png
  4. On your Smart Terminal (WisePOS E), tap the menu on the left side of the screen and select Standalone mode.

Processing sales in standalone mode

Once you've set up your payment terminal for standalone payments, you can initiate a payment by entering the value of the transaction on the terminal.

  1. Enter in the total payment amount including taxes or fees. 
  2. Direct your customer to present their card. 
  3. Once the payment processes successfully, you can enter an email address for your customer to receive a receipt if required. If no receipt is required, tap Skip to complete sale

Reporting sales in standalone mode

Payments received in standalone mode do not generate a receipt ID and are reported exclusively in the Payments tab of your Lightspeed Payments merchant portal. This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

Searching for standalone transactions in your Lightspeed Payments report

To locate a transaction processed through Standalone mode in the Payments tab of your Lightspeed Payments merchant portal, you can filter your search results in the Payments report.

  1. Navigate to Financial Services > Payments.
  2. Click Filters.
  3. Select Channel > Standalone.
  4. (Optional) You can use the search bar to enter relevant keywords, and/or filter the results using the Filters drop-down to filter by Date, Status, or Payout status.

Generating standalone sales for your sales reports

If you would like to have these sales appear in your daily totals, you can choose to create a custom payment type that can be used to record standalone payments. With this process, you will still manually process the sale on your payment terminal when it's time to charge your customer's card and use the custom payment type to complete the sale in the POS. Once you complete the sale, the payment type and amount are recorded in your reporting.

Please note: If you then void or refund the sale from your reporting, the funds are not returned to your customer's card. To refund a card, the refund must be processed through the terminal itself.

Processing refunds for standalone transactions

Refunding a sale through the merchant portal

Sales can be fully or partially refunded in the merchant portal, provided the original card is present.

  1. Navigate to Financial services > Lightspeed Payments > Payments
  2. Find the payment you wish to refund.
  3. Click on the payment to open the details. 
  4. Click Refund
  5. Enter the amount to be refunded and a note if applicable. 
  6. Click Refund.
  7. Process the refund on the terminal and issue a receipt.

Returning to integrated mode

You can return to integrated mode through the merchant portal.

  1. Navigate to Financial services > Lightspeed Payments > Settings.Retail-R-financial-terminal-settings.png
  2. Click the toggle to disable standalone mode.
  3. Click Save.Retail-R-integrated-mode.png
  4. On the Smart Terminal (WisePOS E), tap the menu on the left side of the screen and select Integrated mode

All transactions now must be processed through Retail POS. Transactions will now be recorded in the sales history and inventory will be affected. 

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