Refunding a sale to a customer account

Customer accounts allow your store to issue refunds in the form of store credit. The refund amount is applied to your customer's credit account and can be used to pay for future transactions. Their credit account balance is tracked in Lightspeed Retail in the Account section of their customer profile. Their balance also appears on their sales receipts until it is depleted.

You can refund a sale to your customer's account by:

  1. Issuing a refund with the original transaction.
  2. Issuing a refund without the original transaction.

Issuing a refund with the original transaction

  1. Find the transaction by scanning your customer's receipt, searching for your customer's name or doing a search in the Lines report.
    • Receipt: Every Lightspeed Retail sales receipt has a barcode. If your customer has their receipt, scan the barcode into the Item field in the register. The original transaction appears in the register in the Refund tab.
    • Customer name: In a new sale, attach your customer and click the Edit button. In the left menu, click Sales and search for the item. Click the ID beside the item, and click the Refund button to open the transaction in the Refund tab of the register.
    • Lines report: From the main menu, click Reports > Lines. In the date field, enter the date range of when the transaction occurred. You may have sold this item multiple times in the same day so be careful to select the correct transaction. In the ID field, you can also enter the last digits of the sales receipt's Ticket number. Browse the results to find the item and sale. Click the ID beside the item and click the Refund button to open the transaction in the Refund tab of the register.
  2. Once in the Refund tab, make sure your customer is attached to the register. If not, search for your existing customer's name or click the +New button to create a new customer account.
  3. Click the Refund button next the returned items. The refund's Total on the right is calculated automatically and is negative, indicating is due to your customer.
  4. Confirm that the refund's Total is correct and click Payment Account.
  5. The Refund To Credit Account field will default to the refund's Total. Edit the amount if necessary.
  6. Click RefundFinish Sale. The refund is now officially applied to your customer's credit account and the items are returned to your store's inventory.

Issuing a refund without the original transaction

  1. From the main menu, click Sales > Refund.
  2. Attach your customer to the register. You can search for your existing customer's name or click the +New button to create a new customer account.
  3. To add the returned items to the refund, in the Items field, scan the items' barcodes or search for their names. Once added, the refund's Total on the right will calculate automatically and will be negative, indicating it is due to your customer.
  4. Confirm that the refund's Total is correct and click Payment Account.
  5. The Refund To Credit Account field will default to the refund's total amount. Edit the amount if necessary.
  6. Click RefundFinish Sale. The refund is now officially applied to your customer's credit account and the items are returned to your store's inventory.
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