The Lightspeed Payments merchant portal is an interactive record of all transactions processed through Lightspeed Payments in your Lightspeed Retail account. 

To access the Lightspeed Payments merchant portal, navigate to Reports > Lightspeed Payments > Transactions & Payouts. 

Account overview

The Account overview tab displays your balance and last payout amounts. These amounts are calculated based on processed payments after fees and refunds have been deducted.

• Balance is the sum of transactions yet to be paid out.
• Last payout is the sum of transactions last paid out. 

To learn more about how you are paid with Lightspeed Payments for Retail POS, refer to our getting paid article.

In the Account overview tab, you will also find your most recent payments, most recent payouts, and account information.

Payments

Under the Payments header in the Account overview tab, the five most recent transactions are displayed. These detail the transaction status, transaction amount, and the date and time of the transaction. 

To view the Lightspeed Payments report and a list of all transactions processed through Lightspeed Payments, click View all transactions or the Payments tab located at the top of the portal.

To view specific transactions or to narrow results in this report, you can filter payments by status or date using the navigation bar. You can also use the search bar to refine your results.

Payment details 

If you wish to see more information about a specific transaction, click the date and time hyperlink in the transaction line item to view the Payment details report. 

The Payment details report gives you an in-depth view of a specific transaction. This report lists:

• Transaction date and time
• Payment Method
• Processor ID
• Timeline
• Authorized amount
• Captured amount
• Fee
• Device
• User
• Net amount
• Payment ID
• Order ID

Payouts report

The Payouts report helps you track the money that is sent to your account.

Under the Payouts header in the Account overview tab, the five most recent payouts are displayed. These denote the date of the payout and the payout amount.

To view a list of all payouts processed through Lightspeed Payments, click view all payouts or the Payouts tab located at the top of the Lightspeed Payments merchant portal to be taken to the Lightspeed Payouts report.

To view specific payouts or to narrow results in this report, filter payments by date or location using the navigation bar.
Note: The selected date range cannot exceed one year.

Payout details

For more information about a specific payout, click the date and time hyperlink in the payout line item to view the Payout details report. 

The Payout details report gives you an in-depth view of the transactions included in that payout. This report lists:

• Payout amount
• Payout status
• Date created
• Bank account
• Processor ID
• A summary detailing:
  • Payments
  • Refunds
  • Fees

You can also find a list of every transaction and adjustment included in this payout. To see more details for a specific transaction, click the Payment reference link to access the Payment details report.

In addition to sales and refunds, this report also includes adjustments. An adjustment is a dollar amount either deposited or withheld from a payout in order to correct a previous error or to account for a chargeback.