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Setting up cash discounting in Retail POS (X-Series)

  • US only

With the cash discounting feature you can add a service fee to all sales, with the option of waiving it for cash payments. Cash discounting is only available on desktop for merchants in the US using Lightspeed Payments.

Setting up cash discounting

Once cash discounting has been enabled on your account, follow the steps below:

  1. Navigate to Setup > Outlets and Registers.

    Outlets and registers page in setup.

  2. Identify the outlet you wish to enable cash discounting on and click Edit Outlet.

    Outlet and registers page with edit outlet highlighted.

  3. Under Cash discounting, click the Apply service fee to all sales... checkbox.

    Edit outlet page with cash rounding section highlighted.

  4. In the Card processor rate field enter the service fee as a percentage value.

    Cash discounting section with field to fill out the service fee percentage value.

  5. Click Save.

Using cash discounting

After setting up cash discounting, the service fee will automatically be applied to card-based transactions. The fee will be waived if a cash or a non-card based payment type is selected.

The payment type for a non-card based transaction must be set up as a Cash payment type and not Other payment type for the fee to be waived. Payment types using other payment type will have the fee applied. Refer to Setting up non-integrated payment types on Retail POS for further information.

  1. Navigate to Sell > Sell and create the sale as required.

    Sell screen showing a sale in progress.

  2. Click Pay.

    Sale in progress with Pay button highlighted.

  3. The service fee will be displayed in the sale summary. A cash discounting notification will be displayed above the payment value field with the cash value excluding the service fee.
    • Card payment: Select a card-based payment type to proceed with the sale and include the service fee as displayed.
    • Cash payment: To enact cash discounting and remove the service fee, enter the value of cash provided by the customer and select a cash-based payment type to proceed with the sale.

      Payment screen with banner indicating that the sale will cost less if paid by cash.

  4. Once the payment has been processed, click Complete sale.

What's next?

Setting up taxes

Learn how to set up taxes for your outlets.

Learn more

Setting up Lightspeed Payments

Apply for and configure Lightspeed Payments.

Learn more

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