Transfer operations must be created in advance in order to be applied to a transaction.

Transfer operations enable the conditions necessary to transfer money between payment methods.. You can use transfer operations to add money to a payment method, such as filling up a gift card or adjusting POS transactions. For example, you can settle a customer invoice using a transfer operation by moving money from your customer's credit card to their store account. In this case, the payment method on the order updates from "Invoice" to the corresponding payment method used, such as Visa, and the transaction closes accordingly.

Creating new transfer operations

Payment methods must be set up in the Back Office before adding transfer operations. For setup details and instructions, check out Adding payment methods.

Create a new transfer operation in the Back Office to configure the movement of money between payment methods. This setup ensures your transfer operation flows are properly established for future use.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, select Configuration > Settings > Transfer operations.
3. Click Add a transfer operation.
4. From the Add a new transfer operation page, fill in the required information.
   • Name: The name of the transfer operation shown in the Back Office.
   • Description as shown on the receipt: Any additional information about the transfer to be printed on the customer’s receipt.
   • Amount of money to transfer: Defines the amount of money moved from one method and to another. If left blank, the amount can be entered manually on the POS.
   • This transfer operation removes money from: The payment method from which money is deducted. You can choose from payment methods already added in the Back Office. If left blank, the payment method can be entered manually at the POS.
   • This transfer operation adds money to: The payment method to which money is added. You can choose from payment methods already added in the Back Office. If left blank, the payment method can be entered manually at the POS.
   • (Optional) Print a receipt when performing a transfer: Enable to print a receipt when completing a transaction using transfer operations.
5. Once you’ve finished adding the new transfer operation, click Save.

Adding a transfer operation button to your POS

Once you’ve created a new transfer operation in the Back Office, you’ll need to add a transfer operation button to your menu in order to be able to use it on your POS. For instructions on adding buttons, refer to Creating menus.

Editing existing transfer operations

After creating a transfer operation in the Back Office, you can return to it and modify it. Editing existing transfer operations is useful when you need to make changes, such as renaming the operation or updating the payment method from which money is deducted and added to another payment method.

1. Log in to the Back Office with your Lightspeed credentials.
2. From the navigation menu, select Configuration > Settings > Transfer operations.
3. Click Edit next to the transfer operation you’d like to modify.
4. From the Edit transfer operation page, make your desired changes.
5. Once you’ve finished editing the transfer operation, click Save.