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Using the Lightspeed Payments merchant portal in Retail POS (X-Series)

     Country availability

Available in the US, Canada, United Kingdom, and Australia   

   

   

The Lightspeed Payments merchant portal is a record of all payments processed through Lightspeed Payments, and the associated Lightspeed Payments merchant payouts.

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Accessing the merchant portal

Only Admin users have access to the Lightspeed Payments merchant portal.

To access the Lightspeed Payments merchant portal, navigate to Reporting > Lightspeed Payments.

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The Lightspeed Payments merchant portal can only be viewed by individual outlets. Select the relevant outlet from the Outlet dropdown and click Search.

Overview tab

The Overview tab is the default display for the Lightspeed Payments merchant portal. Here you can find an Account overview which details your account Balance and Last payout.

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

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

Payments

Under the Payments header, the five most recent transactions will be displayed. These will denote the date and time of the transaction, as well as the transaction status, and transaction amount.

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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 payouts will be displayed. These will denote the date of the payout and the payout amount.

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To view a list of all transactions, 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 displays an overview of your payments by time period (set to Today by default) which includes Net sales, Payments, Refunds, and Processing fees. The time period can be changed by selecting the desired time period from the date range drop-down.

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Under Payments, you can filter the list of transactions by status (All, Successful, Refunded, Failed, or Cancelled) using the options at the top of the module.

You can also use the search bar to enter relevant keywords and click Search, and/or filter the results using the Filters drop-down to filter by Date or Status.

To view additional information about a specific transaction, click on the hyperlinked date and time.

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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 and/or Amount to toggle between descending or ascending order.

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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.

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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.

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What's next?

Getting paid

How transactions are sent to Lightspeed Payments and what's deposited.

Learn more

Understanding the Payment Transactions report

See an overview of all payment transactions made with Lightspeed Payments.

Learn more

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