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ECOMMERCE RETAIL ONSITE RESTAURANT

    Managing Lightspeed Payments

    Beta Disclaimer. Please note that Lightspeed Payments is currently in limited beta testing. As such, the information contained in this article is subject to evolution. If you would like to inquire about the Lightspeed Payments beta, please contact us here.

    This article explains how to configure Lightspeed Payments as a payment provider for your eCom store, as well as manage orders processed through Lightspeed Payments.

    NOTE: For Lightspeed Payments in Europe, click here (Dutch only).

    Setting up Lightspeed Payments

    1. Ensure your Lightspeed Payments integration is setup with your Lightspeed Retail account. For more information on how to connect your Retail account to Lightspeed Payments, click here.
    2. From your Retail account, click eCom to log in to your eCom Back Office.

      Click_eCom2.png

    3. Click Settings.

      Click_Settings.png

    4. Under PAYMENT SETTINGS, click Payment Providers.

      Click_Payment_Providers.png

    5. Click Lightspeed Payments.

      Click_Lightspeed_Payments2.png

    6. Set the Activate this payment provider toggle to the on position.

      Turn_on_Switch.png

    7. Save your changes.

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    Managing orders

    This section provides instructions for additional functionality with the Lightspeed Payments integration and includes these topics:

    Understanding how eCom handles orders processed through Lightspeed Payments

    When a customer places an order on your online store and pays for the order using their credit card, Lightspeed eCom will first request a payment pre-authorization through Lightspeed Payments for the order amount. Once the pre-authorization is successful, eCom sets the status of the order to Awaiting Capture in the Back Office.

    IMPORTANT

    • You will need to wait a minimum of 60 seconds after pre-authorization to capture a payment.
    • Lightspeed eCom will not allow you to ship the order, or mark the order as Shipped, until payment has been captured. For this purpose, the Mark as Shipped button is disabled.

    Capturing a payment

    1. In the left menu of the Back Office, Click Orders.

      click_orders_3.png

    2. Open an order with marked with the status Awaiting Capture by clicking on the order number in the list!

      Click_order_number_3.png

    3. Wait 60 seconds until after pre-authorization is successful.
    4. Click the Capture Payment button.

      click_capture_payment_3.png

    5. Once the payment is successfully captured, the Mark as Shipped button is enabled and you can change the shipment status of the order as needed.

      Marked_as_shipped_now_enabled_3.png

    Refunding an order without a captured payment

    You may need to refund an order before you've captured payments. This can occur when customers have made a mistake on the order.

    1. In the left menu of the Back Office, Click Orders.

      click_orders_3.png

    2. Open the order you want to refund by clicking on the order number in the list.

      Click_order_number_3.png

    3. On the Orders page, if the status of the order is marked as AWAITING CAPTURE, click Cancel Order. Cancelling the order will automatically release the payment pre-authorization.

      Click_Cancel_Order3.png

    4. In the pop up, click Cancel order.

      Click_Cancel_order_again_3.png

    Providing a refund for part of an order

    Partial refunds occur when your customer would like to return some of the products in the order, but not all. For example, this can happen when your customer accidentally purchases more products then they meant to order.

    1. In the left menu of the Back Office, Click Orders.

      click_orders_3.png

    2. Open the order you want to refund by clicking on the order number in the list.

      Click_order_number_3.png

    3. Confirm the order payment has been captured by looking at the order status. If the status is marked as Awaiting Capture, make sure to capture the payment by clicking Capture Payment.

      click_capture_payment_3.png

    4. Create a credit invoice by clicking Add a credit invoice.

      Click_add_credit_invoice_3.png

    5. Under Quantity enter the number of products being refunded and choose to disable Update stock or Notify customer by turning off the switches.

      Update_quantity___toggle_switches_3.png

    6. To refund the customer money through Lightspeed Payments, make sure to turn on the switch beside Refund.

      Toggle_on_refund_3.png

    7. Click Add.

      Click_Add_3.png

    Providing a refund for complete orders

    Refunding a complete order occurs when customers want to reverse the entire transaction for all products in the order.

    1. In the left menu of the Back Office, Click Orders.

      click_orders_3.png

    2. Open the order you want to refund by clicking on the order number in the list.

      Click_order_number_3.png

    3. Create a credit invoice automatically by clicking Cancel order.

      Click_Cancel_Order3.png

    4. In the pop up, click Cancel order.

      Click_Cancel_order_again_3.png

    5. Once cancelled, open the credit invoice by clicking on the credit invoice number.

      Click_Invoice_number3.png

    6. Under Quantity enter the number of products being refunded and choose to disable Update stock or Notify customer by turning off the switches.

      Update_quantity___toggle_switches_3.png

    7. To refund the customer money through Lightspeed Payments, make sure to turn on the switch beside Refund.

      Toggle_on_refund_3.png

    8. Click Add.

      Click_Add_3.png

    Viewing reports

    The reports for orders processed in Lightspeed eCom using Lightspeed Payments can be found in your Lightspeed Retail account. For more information about the: 

    • Integrated Payments report, click here.
    • Batch Settlements report, click here.