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Payments report

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 Account Reports section. 
    The Payments report can be found in the Account 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.

The search option will allow you to search by account name, amount, sold by, paid to, device, account, or reference.

Filtering transactions

Note: This option only appears if you have created tags in the Back Office. For more information on tags, see our article Managing and understanding POS configurations.
  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.

Exporting your reports allows you to keep a digital copy of your report stored on your computer or to print a physical copy.

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

Payment Types Description
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 account that was still open at the end of a business day and moved to the next day.
Update  An account that was created to revert or recreate a payment.
Void A payment that was canceled or deleted.

The default view for the payments report shows that day's transactions.

What's next?

All Accounts Reports

Learn more about reporting on started accounts (orders) during the selected time period, including open orders.

Learn more

Receipt Report

Learn more about reporting on all receipts created and paid for during the selected time period.

Learn more

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