Processing payments on your iPad

This article describes how to set up payment processing and process payments in Lightspeed Retail POS.

Set up payment processing

Before you're able to process payments in Lightspeed Retail POS, you must first configure your payment processing in Lightspeed Retail. You can set up payments in the Lightspeed Retail Web POS or in Lightspeed Retail POS Manager mode (see About POS and Manager modes).

The payment types that you create in Lightspeed Retail automatically appear in Lightspeed Retail POS.

Process payments in Lightspeed Retail POS

You can use any of the payment types in Lightspeed Retail to process payments in Lightspeed Retail POS. If a payment type is associated with an integrated credit card processor in Lightspeed Retail, the payment type will function as a Credit Card payment type. If a payment type is not associated with an integrated credit card processor, it will function as a Cash payment type. You can also split the payment between different payment types.

Cash

  1. From the sale payment type screen, tap Cash.

    Depending on your cash drawer settings in Retail Manager > Settings > General Options, the cash drawer automatically opens when the Cash payment type is selected.

  2. You can use the cash denomination buttons to enter the cash amount, or tap Payment Amount to enter the amount manually. If the payment amount is greater than the balance, the change will appear in the Change field.

  3. Tap Save.

  4. Tap Finish Sale.

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Check

  1. From the sale payment type screen, tap Check.

  2. By default, the Payment Amount field will be set to the sale total. To adjust it, tap Payment Amount and enter the preferred amount.

  3. Tap Save.

  4. Tap Finish Sale.

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Credit account

This payment method requires that a customer with a credit account be attached to the sale.

  1. From the sale payment type screen, tap Credit Account.

  2. The payment amount will automatically be set to either all available funds in the account (if the sale exceeds the available funds), or just enough to cover the sale. To modify the amount that will be charged to the customer account, tap Payment Amount and enter the preferred amount.

  3. Tap Save.

  4. Tap Finish Sale.

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Gift card

  1. From the sale payment type screen, tap Gift Card.

  2. Scan the gift card barcode or tap Card Scan and enter the gift card barcode number manually. If the gift card is valid, the Gift Card Balance appears.
  3. Lightspeed Retail POS automatically sets the amount to be charged to the gift card as the maximum available amount to cover the balance. To edit the amount, tap Payment Amount and enter the preferred amount. If the gift card balance is not enough to cover the balance of the sale, you can split the payment with another payment type.

  4. Tap Save.

  5. Tap Finish Sale.

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Credit card

The steps for processing a credit card payment differ based on if your using a card reader or payment terminal.

Payment terminal:

  1. From the sale payment type screen, tap Credit Card.

  2. Lightspeed Retail POS automatically sets the payment amount to the maximum amount to cover the balance. To edit the amount, tap Payment Amount and enter the preferred amount.

    NOTE: To enter the credit card number manually, tap Manual, then Card Not Present or Card Present, and then enter the credit card details.

  3. Tap Start Payment to transfer the payment to the payment terminal for completion by the customer.

    NOTE: You can cancel a pending payment by tapping Cancel Transaction at any time before the payment is accepted.

  4. Tap Finish Sale once the payment is accepted.

    NOTE: The payment is automatically processed once the payment is accepted regardless of if the sale is finalized. If you don’t finalize the sale by clicking Finish Sale, the payment is seen as a partial payment in Lightspeed Retail. You can run the Partial payment report to view a list of all payments that were processed but are attached to incomplete sales.

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Card reader:

  1. From the sale payment type screen, tap Credit Card.

    NOTE: If you're using a MagTek iDynamo card reader, swiping a credit card from the Sale screen or Payment screen will automatically bring up the credit card payment screen without having to select the Credit Card payment type.

  2. Swipe the credit card in the card reader connected to your iPad.

    NOTE: To enter the credit card number manually, on the top-right corner, tap Manual Card Not Present or Card Present, and then enter the credit card details. Manual credit card payments require the full remaining balance of the sale to be processed. Therefore, if you are processing multiple payments for a sale, you would want to process your manual credit card payment last.

  3. Lightspeed Retail POS automatically sets the payment amount to the maximum amount to cover the balance. To edit the amount, tap Payment Amount, and then enter the amount.

  4. Tap Save.
  5. Tap Finish Sale.

  6. Lightspeed Retail POS accepts digital signatures and stores the signatures in the Lightspeed Retail database. When the signature field appears, have the customer sign for the sale, and then tap Done.

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Delete a pending payment from a sale

You can delete a pending payment before the sale is processed. That is, before tapping the Finish Sale button. To do so, swipe the payment towards the left and then tap Delete.

NOTE: This does not apply when processing a payment using a payment terminal. In this case, the payment is automatically processed once the payment is accepted regardless if the sale is finalized.

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View a tax breakdown for the sale

If more than one tax is applied to the sale, you can view a breakdown per tax from the bottom of the payment type screen. To view the tax breakdown, tap the tax information icon.

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