The Receipt Report displays all receipts created over a specific period of time, including those that were canceled, corrected, or generated while in training mode. Use this report if you need to review, edit, print, or cancel a particular receipt. You can also create new transactions from the Receipt Report.
Accessing the Receipt Report
Access the Receipt Report directly from the Lightspeed Restaurant Back Office.
- Log in to the Back Office with your Lightspeed Restaurant credentials.
- Select Reports > Reports from the navigation bar.
- Click Receipt Report in the Order Reports section.
By default, the Receipt Report will show all transactions processed that day. Optionally, you can set the time period of the report by using the arrows and calendar icon in the upper-right corner.
Searching and filtering receipts
To find specific transactions within the Receipt Report, you can search for or filter through receipts.
Searching for receipts
Search for a receipt when you know something about it, such as the order name or total.
- Use the Search field to find particular transactions. Searchable report columns include Account name, Amount, Sold by, Paid to, Device, Account, and Reference.
- (Optional) Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
- (Optional) Sort transactions by column by clicking the column header, once for ascending order or twice for descending.
Filtering receipts
Filtering receipts is only possible if you have created configuration tags in the Back Office. You can filter receipts by these tags to display only the transactions linked to a tag.
- Use the filter drop-down to find transactions tagged with configuration tags.
- (Optional) Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
- (Optional) Sort transactions by column by clicking the column header once for ascending order or twice for descending.
Viewing and managing receipt details
From the Receipt Report, click on any receipt to see more details. From here, you can perform various actions and see more information specific to your chosen transaction.
| Receipt action | Description |
|---|---|
| Print Receipt | Prints a single copy of the receipt. If no printer is connected, it downloads a PDF version of the receipt. |
| Change payment type | Opens a new screen where the payment method can be changed. This action is not available in Germany.
|
| Edit number of covers | Allows you to change the number of covers, or guests, associated with the receipt. Since you're modifying past sales data, you'll also need to enter a meaningful reason for the change. |
| Cancel Receipt | Voids the receipt. Note: This action cannot be undone. Choosing to cancel a receipt opens a new window where you can specify a reason for the cancellation. |
| Save to text | Downloads a text file that includes information from both the Journal and Prints views. |
| Journal (view) | Displays an event log tracking all actions performed on the selected check. Click an event from the list to see more details. |
| Prints (view) | Shows all printed versions of the chosen receipt, including production tickets sent to the kitchen or bar. |
Exporting receipts
With Lightspeed Restaurant, you can export your reports as a .CSV spreadsheet for simple record-keeping.
- Click Export Transactions CSV.
- Select your device (Mac or PC).
- Click Export.
Adding a transaction
Manually add an unlisted transaction or correct an erroneous one by recreating it.
- Be selective when adding transactions, canceling receipts, or changing payment types. Manipulating receipts after the end of the business day may invalidate reports already printed by the POS since those existing reports will no longer match the back-end data.
- Creating a new transaction from the Account Transfers report will create a finished transaction, not an account transfer.
Note: This action is not available for Lightspeed Restaurant accounts based in Germany.
- From the Receipt Report, click Create a new transaction.
- Specify the Description, Amount, Payment method, Transaction owner, and Accounting group.
- (Optional) Include Tip, Payment method for gratuity, and Available tags.
- Click Create Transaction.
- Since you're modifying past sales data, enter a meaningful reason for the change.
- Click Confirm to finish.
- Click Reload data to refresh the listed receipts. Receipts created in the back office appear in yellow, with BackOffice listed as the device.
What's next?
Canceled Accounts Report
Learn more about reporting and viewing all canceled orders during the selected period.
Learn more