Processing refunds with Lightspeed Payments Financial services

Available in the US, Canada, United Kingdom, Australia, Netherlands, and Belgium.
Refunds can be completed on Retail POS for Mac or PC by retailers in all available countries and on iPad for retailers within the US.

Once your Lightspeed Payments has been set up, you can process refunds using Lightspeed Payments through Retail POS or in Financial services. To refund a sale through Retail POS, follow the instructions in our Refunding and exchanging article.

Refunds through Financial services

You can refund transactions directly through the Financial services tab in Retail POS. This type of refund is best used for:

Transactions made in Standalone mode (online and offline)
Payment links
Any transactions that are not visible in Retail POS sales history. This includes payments that were successful but there was an issue with POS resulting in the transaction not being saved correctly.

Refunding through the Financial services tab will not update inventory or sales reports. It's recommended that if you refund this way that you create a sale and process a refund using cash as the payment and 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:

Navigate to Financial services > Lightspeed Payments > Payments.
Locate the payment you wish to refund, using filters if required.
Click on the payment date to go to the payment details page.
On the payment details page, click Refund.
Edit the amount to refund and add a note if required, 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.
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.