There are many situations where you might need to edit, void, refund, or reprint a receipt. Depending on the POS user permissions you’ve configured in the Back Office, you could perform actions such as Email, Void payment, Refund receipt, Void receipt, Change payment, Create invoice, and Print. 

This article explains what each receipt action represents and how you can carry it out. 

To access the  Receipts screen from the POS:

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 the green Edit icon.
5. The available receipts actions will populate. 

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

Receipt options

The dedicated receipt options will allow you to email, print, refund, or void receipts. 

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.

Refunding a receipt

You can refund a payment with the Refund receipt action option. 

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

Refunding a receipt will create a duplicate receipt with a negative amount so you can process the refund. After selecting the Refund receipt action, you will be asked to confirm the action by selecting Yes on the pop-up window. A duplicate order will reopen with a negative balance so that you can process the refund. 

Voiding a receipt 

If you want to void a receipt entirely, select the Void receipt action option. This will create a duplicate receipt with a negative amount so you can process a refund, if required. After selecting Void receipt, you will be asked to confirm the action by selecting Yes. You will be asked to state the reason for the void. Choose a void option from the list, after which point the order will reopen with a negative balance from the Register screen so that you can process the refund.

Editing payment on a receipt

The payment options available on this screen allow you to make changes to the payment received on a receipt, without requiring you to make any further changes to the receipt itself. 

Voiding a payment

If you wish to cancel a receipt's payment (for instance, if you made a mistake when applying the first payment), you can do so with the Void Payment action option. By doing so, your receipt will reopen without a payment so that you can apply a new payment. After selecting Void Payment, you will be asked to confirm the action by selecting Void. You will be asked to state the reason for the void. Choose a void option from the list, after which point the order will reopen without a payment from the Register screen so that you can apply a new payment. 

If you wish to only change the payment method (without adjusting the payment amount), select Change payment. 

Changing a payment type

If you ever need to change a receipt's payment type, you can do so from the Receipts screen. Select the Change Payment receipt action option. 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 voiding the payment and adjusting it from the Payment screen. 

Creating an invoice

If your clients would like an invoice for their order, then Select the Create Invoice receipt action option.

NOTE: If the customer declines to leave contact details with your establishment, you can select walk-in client from the pop-up window to create a non-personalized invoice. 

To create an invoice with contact details, select Attach customer to invoice from the pop-up window to add the customer's name and contact details. If your customer is already saved in your system, then you can link their customer profile to the invoice form. From the Create invoice pop-up, you can also specify information such as a fiscal identifier, itemized, or partial invoice. When you have finished adding the required information, select OK.

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