The Transactions and Payouts report is an interactive record of all transactions processed through Lightspeed Payments in your Retail account.
Accessing the Transactions and Payouts report
To access the Lightspeed Payments merchant portal, navigate to Reports > Lightspeed Payments > Transactions and Payouts.
You can configure who has access to this report by managing your employee permissions. For more information on configuring employee roles and user permissions, see our article Adding and editing employee roles.
Overview tab
The Overview tab displays your current balance and last payout amounts, as well as a quick overview of your most recent payments and payouts.
Account overview
The Account overview section covers your current sales day balance and the last payout amount. 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.
Payments
Under the Payments header, the five most recent transactions are displayed. These detail the transaction status, transaction amount, and the date and time of the transaction. To view a list of all transactions, click View all payments to be taken to the Payments tab. You can also navigate to the payments page at any time using the Payments tab.
Payouts
Under the Payouts header, the five most recent settlements are displayed. These detail the payout status, payout amount, and the payout date. To view a list of all settlements, click View all payouts to be taken to the Payouts page. You can also navigate to the payouts page at any time using the Payouts tab.
Payments tab
The Payments tab is divided into two sections, Net sales overview and the Payments report. The Net sales overview displays an overview of your payment totals, including net sales, payments, refunds, and processing fees over a designated time period. The Payments report lists all payments processed with Lightspeed Payments.
Net sales overview
The Net sales overview totals your net sales over a designated period. To calculate the net sales amount, the report deducts all refunds and processing fees from the total amount of payments received. By default, the Net sales overview will display today’s payments.
Payments
The Payments report lists all payments processed with Lightspeed Payments, including successful transactions, refunds, and failed or canceled payments.
Searching for transactions
- Use the search field to find specific transactions. Searchable information includes the last four digits of the card used, the amount of the transaction, and the Order ID.
- Click Search.
- Optional: Sort transactions by date by clicking the Date column header.
- Optional: Click Filters to narrow your search results further by date or by payment status.
Payouts tab
The Payouts tab displays a list of all payouts. These can be filtered by date using the Filter drop-down and sorted by clicking Date created or Amount to toggle in descending or ascending order.
To view additional information about a specific payout, click on the hyperlinked date and time. This includes the full payment amount, the processing fees, and the payment reference.
Documents tab
The Documents tab contains a list of all fee statements by month. Here you can download each fee statement by clicking the corresponding Download button.
Exporting Lightspeed Payments data
With the Lightspeed Payments Transaction and Payouts report, you can export your data as a CSV for simple record keeping.
- Click Export.
- Select the date range of transactions to export.
- Select which columns you want to export.
- Select if you would like to Apply status and search filters to this export.
- Click Export.
What's next?
Getting paid with Lightspeed Payments
Learn more about how transactions are sent to Lightspeed Payments and what is deposited.
Learn moreLightspeed Payments FAQ
View some of our most commonly asked questions about Lightspeed Payments.
Learn more