Available in the US, Canada, UK, Australia, the Netherlands, and Belgium.

Processing a refund 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 the Sales history. This includes payments that were successful but an issue on the POS resulted in the transaction not being saved correctly.

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.

   

2. Locate the payment you want to refund, using filters if required.
3. Click on the payment date to access the Payment details page.

4. Click Refund.

   

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

   

   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.

   

Processing a refund with Lightspeed Payments through eCom (E-Series)

In order to retain Retail POS (X-Series) as the system of record, refunds for eCom (E-Series) purchases must be processed through Retail POS. You can initiate refunds for eCom orders through your Sales history:

1. Follow steps to process a refund.

2. On the Pay screen, select Lightspeed Payments as the payment type.

   

3. If required, email the customer their refund receipt, then click Complete sale.

The items will be returned to your inventory and the payment will be refunded to your customer.

What's next?