Once your Lightspeed Payments has been set up, you can process refunds through your Financial services portal. To refund a sale through Retail POS without Lightspeed Payments, follow the instructions in Refunding and exchanging.

Refunding from the Financial services page

You can refund transactions on the Financial services page in Retail POS, including:

• Transactions made in standalone mode (online and offline)
• Payment links
• Transactions not visible in Retail POS Sales history, including successful payments not saved correctly due to POS issues.

Refunding through the Financial services page will not update inventory or sales reports. If needed, you can create a sale and process a refund using cash as the payment method, then adjust the payment type to Lightspeed Payments so it will be reflected in your sales reports. You may also want to edit your inventory levels to keep your inventory accurate.

Refunds made through Financial services are not reflected on any reports outside of Financial services and should be used only when required. Refunds should be processed using the original linked sale whenever possible.

To process a refund through Financial services: 

1. Navigate to Financial services > Lightspeed Payments > Payments.

   

2. Locate the payment to refund, using filters as needed.
3. Click on the payment date to access to the Payment details page.
4. On the Payment details page, click Refund.

   

5. Edit the amount to refund and add a note if needed, then click Refund.

   

   You can only process the refund to the card that was used for the initial transaction. The card does not have to be present.

6. If the customer requires a receipt, click Email refund receipt. Enter the customer’s email address and click Send. If the customer does not require a receipt, click Done.

   

What's next?