The Payments report shows a complete list of all closed orders alongside their respective payment method. Each payment includes the Type, Date, ID, Account, Sold by, Device, Amount, Payment method, and Destination.

Accessing the Payments report

To access and generate the Payments report:

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. Select Reports > Reports from the navigation bar. 
3. Click Payments in the Order Reports section. 
   

By default, the Payments report will show all payments taken that day. Optionally, you can set the time period of the report using the arrows and calendar icon in the upper-right corner.

Searching, filtering, and exporting transactions

Search for specific transactions or filter results with the following options in the Payments report:

Searching for transactions

1. Use the Search field to find particular transactions. Searchable information includes Account name, Amount, Sold by, Paid to, Device, Account, and Reference.
2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Filtering transactions

1. Use the filter drop-down to find transactions tagged with configuration tags.
2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Exporting transactions

With Lightspeed Restaurant, you can export your reports as a CSV for simple record keeping. 

To download a report:

1. Click Export Transactions CSV.
2.  Select your device (Mac or PC).
3. Click Export.

Understanding Payment types

In the Payments report, payments are listed with a Type that describes the account. Refer to the table below for descriptions of what they mean.

Payments types

• Cash: A cash drop or lift from the cash drawer.
• Payment: A paid and completed transaction.
• Transfer: Refers to a tender transfer created through a transfer operation.
• Transitory: An order left open overnight that was moved to the next business day as a transitory order.
• Update: An account that was created to revert or recreate a payment.
• Void: A payment that was canceled or deleted.

What's next?