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

To access the Lightspeed Payments merchant portal, navigate to Finance. The Lightspeed Payments merchant portal can only be viewed by individual outlets. Select the relevant outlet from the Outlet dropdown, using the Search bar if necessary.

Merchants using eCom (E-Series) with Retail POS for their online web presence can manage eCom payments directly from the Merchant Portal by selecting eCom from the outlet dropdown.

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.

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

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.

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 by clicking the Payments tab.

Payouts

Under the Payouts header, the five most recent payouts will be displayed. These will denote the date of the payout, the payout status, 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 payout report data lists payments by the date the payout was issued, not the day the payment was captured. Learn more about payment schedules.

You can also review payments for a set time period based on the dates the payments were taken, as opposed to the dates of the payouts, by clicking Filter and choosing your date range.

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, Surcharges, and Processing fees. The time period can be changed by selecting the desired period from the date range dropdown.

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 dropdown to narrow your search results further by date, channel, payment status, payment type, or payout status.

Payment details

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, Payout ID, and Order ID
• Timeline
• Authorized, captured, and net amounts
• Device
• User
• Fee
• Location ID and location name

Click the Order ID to link directly to its sale in Sales History, simplifying payment tracking.

Payment links tab

The Payment links tab displays populated payment links for your customers. You can track and sort by their status as well as Deactivate any active links.

Payouts tab

The Payouts tab displays a list of all payouts. These can be filtered by date using the Filter dropdown and sorted by clicking Date created and/or Amount to toggle between descending or ascending order.

Payout details

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
• Payout ID
• Payout type
• Location name
• A summary detailing:
• Payments
• Refunds
• Fees

The report includes an overview of the payout for each payment method, including:

• Payments (Gross amount)
• Fees
• Returns
• Net amount

You can click the Payment methods header to show the payment methods used for this payout. This will include the cards, payments (excluding surcharge), surcharges, gross amount, refunds, processing fees, and net amount for each transaction, as well as the totals for each of these categories.

In the Transactions section, you can 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.

Capital tab

The Lightspeed Payments merchant portal also houses all information regarding any current Lightspeed Capital advances or offers you may be eligible for. For more information on Lightspeed Capital, refer to About Lightspeed Capital.

To view additional information about a current Lightspeed Capital advance, click on the advance value to view the advance details.

Here you will find the amount received from the Lightspeed Capital advance, the amount paid to date, the remaining balance owed, and the repayment rate.

Documents tab

The Documents tab contains a list of all fee statements and tax documents by month. Here you can download each document by clicking the corresponding Download button.

Terminals tab

The Terminals tab contains a list of all of your payment terminals, including their serial number, model, last activity, and firmware. You can search for a specific terminal by typing its serial number into the search field.

Settings tab

The Settings tab contains your Lightspeed Payments account details, such as Payments processing status, payouts status, and balance.

Clicking the Payouts option displays payout settings. You can toggle on Same-day payouts and update what time you would like your funds to be paid out each day. Your payout schedule is also visible on this page.

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