There are many situations where you might need to edit, refund, or reprint a receipt. Depending on the POS user permissions you’ve configured in the Back Office, you can perform actions such as email or print a copy of the receipt, refund or edit payment on an order, or create an invoice. This article explains what each receipt action represents and how you can carry it out.

Receipt actions such as refunding and reopening a receipt are currently available for same-day transactions only.

Accessing the Receipts screen

1. Log on to Restaurant POS with your Lightspeed username and password.
2. Navigate to Receipts in the navigation menu.
3. From the Receipts screen, locate the receipt you wish to edit.
4. When you have selected the desired receipt to edit, tap Receipt actions.
5. The available receipts actions will populate.

Receipt actions may be limited depending on the permissions configured for each POS user and group.

Refunding a receipt

Depending on your POS user permissions you’ve configured in the Back Office and your POS configuration, you can refund receipts directly from the POS.

Reopening a receipt

Reopen a receipt to refund an order’s original payment and reopen a new order with the same items included. After selecting a refund reason, you can edit the new order and re-process the order’s payment as needed.

Refunding a receipt

Use Refund items or Full refund to return an order’s payment to the customer. For more information on refunding sales through Lightspeed Payments, view our article Refunding sales through Lightspeed Payments.

• Refund items will create a new refund transaction containing the items from the order. To refund items on an order, tap Refund items > Refund items to open the POS screen. Remove items from the refund transaction that you do not wish to refund, leaving only the items you do want to refund. Then, tap Pay to process the refund.

  The option to refund items is not available for orders paid for through a third-party credit card processor. These orders must be refunded in full or to a different payment type.

• Full refund issues a full refund of all items attached to the order. To refund a complete order, tap Full refund > Refund. After confirming the refund, select a refund reason to explain why you are refunding the order.

  Refunds must be enabled in the Back Office to use this receipt action on the POS.

Managing payment types on a receipt

Creating an invoice

The Create invoice action generates a receipt that shows the total paid for the order but omits its items. This is commonly used if a customer wants to keep their meal details private for submitting an expense report to their employer. Once created, the invoice can be printed at the POS or viewed from the Back Office Invoices report.

This action is not connected to customer invoicing, which is a separate feature that allows you to manage accounts receivable and debts from your customers.

Changing a payment type

To change a receipt's attached payment type, select Change Payment. From the pop-up window, select Edit and choose another payment method from the list. After you have selected the new payment method, select Back and then OK to apply the changes. If you need to modify the payment amount, then you can do so by refunding the payment and adjusting it from the Payment screen.

Receipt options for emailing or printing a receipt

Emailing a receipt

If you’d like to send an electronic copy of the selected receipt, then select the Email action option. You’ll then be prompted to enter the recipient's email address. When you’re done, select OK to send. For step-by-step help, see Emailing receipts.

Printing a receipt

If you need to print a copy of the receipt, then select the Print receipt action option. A copy of the receipt will be sent to a configured receipt printer.

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