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Understanding the Receipts screen

We support two versions of the Receipts screen: the original version and an updated version. If you're using the updated version, you'll see a button labeled Receipt actions (instead of a green options icon) in the lower-right corner of the screen. Currently, the updated Receipts screen is available to select users and will slowly roll out to all users over time. Select the tab for your version of the Receipts screen to filter the content in this article.

  • Original Receipts screen

    The Receipts screen of the POS is where you can view paid and voiced receipts for the current sales period. This is the screen you would access if you ever need to edit a receipt from the current day.

    Understanding the Receipts screen

    You can access the Receipts screen from the POS. Log on to the POS, and select the Receipts tab on the bottom navigation bar. You will be brought to the Receipts screen. From here, you can search for receipts by amount, order name or receipt number by using the search field at the top of the screen.

    There are two main views for the Receipts screen: select Show all to display all receipts, including edited or voided receipts. Select Hide adjustments to display receipts that have not been edited or voided.  The top right corner of the screen displays the view type, meaning if you are viewing receipts for All devices or a selected device. 

    From the Receipts screen, you can select a receipt from the list on the left-hand side. Each receipt on this list displays the receipt number, time, transaction amount and POS user who processed the transaction. Once you have tapped on a receipt from this list, the selected receipt will display on the right-hand side of the screen. You can then edit the receipt by selecting the green options icon on the bottom of the displayed receipt.

    4.1___Receipt_screen.png

    Receipt actions

    The receipt actions menu enables you to email, void, refund, and print receipts, void payments, change the payment method used, and create invoices. Tap the green options icon to access this menu and select an action. Available actions will vary based on the permissions configured in the Back Office for a given user group or user.

    For help performing receipt actions, see Emailing receipts and Editing or voiding a receipt

    4.1___Receipt_actions_screen.png

    What's next?

    Editing and voiding receipts

    Learn how to edit and void receipts with Lightspeed POS.

    Editing receipts

    Emailing customer receipts

    Learn how to email customer receipts with Lightspeed POS.

    Emailing receipts

    Creating customer invoices

    Create invoices with Lightspeed POS.

    Creating invoices
  • Updated Receipts screen

    The Receipts screen in the Restaurant POS app contains paid and voided receipts from the current sales period. From this screen, you can view, edit, refund, reprint, email, and create invoices from customer receipts. 

    Using the Receipts screen

    Log on to the POS and tap Receipts on the bottom navigation bar to access the Receipts screen. From here, you can search for receipts by receipt number or ID, order name, order total, or the last 4 digits of the credit card attached to the receipt by using the search field at the top of the screen.

    There are two main views for the Receipts screen: select Show all to display all receipts, including edited or voided receipts. Select Hide adjustments to display receipts that have not been edited or voided.  The top right corner of the screen displays the view type, meaning if you are viewing receipts for All devices or a selected device. 

    Status icons show if the order is assigned to a table, if it’s for pickup or delivery, and if it was paid by cash, credit card, or some other payment type.

      Description Definition
    Order type Arm with a serving tray Assigned to a table
    Paper bag Pickup order
    Truck Delivery order
    Payment type Stack of money Cash
    Credit card Credit card
    Dollar sign Other payment type

    Viewing receipts

    From the Receipts screen, you can select a receipt from the list on the left-hand side. Each receipt on this list displays the receipt number, order name or table number, time, total, POS user, and status icon.

    Tap a receipt on the list to view it in full on your screen. You can edit, refund, reprint, email, or create an invoice from the selected receipt by tapping the Receipts actions button.

    restaurant-receipts-screen-receipt-actions-button.png

    Receipt actions

    The receipt actions menu enables you to email, void, refund, and print receipts, void payments, change the payment method used, and create invoices. Tap the Receipt actions button to access this menu and select an action. Available actions will vary based on the permissions configured in the Back Office for a given user group or user.

    restaurant-receipt-actions-menu.png

    For more information on receipt actions, see Emailing receipts and Editing or voiding a receipt.

    What's next?

    Creating customer invoices

    Learn how to create customer invoices in Lightspeed Restaurant.

    Learn more

    Emailing customer receipts

    Learn how to email customer receipts with Lightspeed Restaurant.

    Learn more

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