Merchants using Lightspeed Payments can access their payment reports via the Lightspeed Payments finance portal in Back Office.
Accessing the finance portal
Note: The Finance tab is only visible to users with Financial permissions enabled. Permissions can be configured by following these steps.
To access the portal, navigate to your eCom Back Office and click Finance in the main navigation menu.
The Overview tab is the default display for the Lightspeed Payments finance portal. Here you can find an Account overview that 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
To learn more about how you are paid with Lightspeed Payments for Retail POS, refer to our Getting paid with Lightspeed Payments guide.
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.
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.
Under the Payouts header, the five most recent payouts will be displayed. These will denote the date of the payout and the payout amount.
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.
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.
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 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, including:
- Transaction date and time
- Payment Method
- Processor ID
- Authorized amount
- Captured amount
- Net amount
- Payment ID
- Order ID
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.
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, including:
- Payout amount
- Payout status
- Date created
- Bank account
- Processor ID
- A summary detailing:
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.
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.