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Completing sales in the Partial Payments report

A partial payment occurs when an integrated credit/debit card payment is officially processed (according to Lightspeed Retail) but attached to an incomplete sale. If a partial payment occurs in your Retail account, the incomplete sale its associated with is only included in the Partial Payments report. This allows you to review and complete the sale correctly before it officially affects your other reports. 

To view a partial payment:

  1. From the main menu, click Reports Partial.
  2. Under the ID column, click the blue number to view detailed information about the credit/debit payment (e.g. the card's Masked PAN number or the payment's Processor Reference number).

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Now that you have detailed information about the partial payment, use it to confirm with your payment processor whether or not the funds associated with the partial payment were captured on their end. You can do so by signing in to their web portal or contacting them directly.

If the funds were captured:

  1. In the PAYMENT SUMMARY area, click the Sale ID.
  2. Click the grey Continue sale button. This reopens the sale at your register.
  3. Click Payments. The payment you previously processed displays.
  4. Click Finish Sale.

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NOTE: If the payment you previously processed doesn't display, click Max next to the Cash payment type and click Finish Sale. This bypasses having to process a credit/debit card. Then, to align your Retail account's reporting to your payment processor's settlements, adjust the payment type to Credit or Debit.

If the funds weren't captured:

  1. In the PAYMENT SUMMARY area, click the Sale ID.
  2. Click the grey Continue sale button. This reopens the sale at your register.
  3. Click Payments. If the credit/debit card payment displays, click Remove.
  4. Reprocess the payment.
  5. Click Finish Sale.

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