Processing a refund with Lightspeed Payments

Once your Lightspeed Payments has been set up, you can process refunds using Lightspeed Payments. The procedure for refunds depends on the type of payment you received and the amount of information you have to complete the refund.

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Refunding with card present or card not present

If the card used on the original purchase was a credit, debit, or non-Interac (Canada only) card type, the refund will be processed automatically and will not require a card to be presented to the payment terminal.

If the card used on the original purchase was an Interac (Canada only) card type, ensure the same card is present for the refund. If the same card is not present, you will need to process the refund using a different payment type.

Processing a refund with Lightspeed Payments

  1. In the Main Menu under Transactions, click Sales History.
  2. Search for the transaction to be refunded.
  3. Next to the transaction, click the three dots > Begin Return.

    Begin return dropdown item.

  4. Click Credit.

    Credit button.

  5. Confirm the item(s) and amount to return, select a receipt type, then click Authorize.

    Authorize refund.

  6. Follow the prompts on the payment terminal. After the return has been authorized, click Done.

    Finish the process by tapping the Done button.

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.

Important: 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:

  1. Navigate to Finance > Payments.

    Retail Financial services tab

  2. Locate the payment you wish to refund, using filters if required.
  3. Click on the payment date to go to the payment details page.
  4. On the payment details page, click Refund.

    Retail Payment details refund

  5. Edit the amount to refund and add a note if required, then click Refund.

    Retail refund to card

    Note: You can only process the refund to the card that was used for the initial transaction. The card does not have to be present.

  6. 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.

    Retail email receipt

What’s next?