The Payment Transactions report provides an overview of all payment transactions made with Lightspeed Payments. Users can search for transactions by date, the last four digits of the card number, or payment ID. Results can be further filtered by payment status and/or card type.
Please note that the Payment Transactions report will not appear until Lightspeed Payments has been enabled for your account.
The Payment Transactions report is a legacy report and may not be available on new accounts. For the new reports available with Lightspeed Payments, please see our article on Reporting with Lightspeed Payments.
Access the Payment Transactions report
- From the back office, on the left-hand menu navigate to Reports > Reports.
- Click Payment Reports under the Lightspeed Payments section.
- The Lightspeed Payments report will open.
- Click the Transactions tab to view the Payment Transactions report.
Payment Transactions report components
The Payment Transactions report is made up of seven data columns, with each row representing an individual transaction. For a detailed view of individual transactions, select the Date and Time link.
| Date & Time | The date and time of the transaction, based on the timezone configured in your account. Click this link to view more details for the selected transaction. |
| Card |
The card brand and the last 4 digits of the card associated with the transaction. Lightspeed Payments accepts the following cards:
|
| Type |
The transaction payment type associated with the transaction. Transaction payment types consist of:
|
| Settlement ID | The unique identifier for the settlement the payment will appear on. |
| Receipt ID | The Lightspeed receipt ID associated with the transaction |
| Status |
The status of the payment. Transaction status can be:
|
| Amount | The authorized payment amount for the transaction |
Payment Transactions report filters
It is possible to sort results on the payment transactions report by adjusting the date range, filter type, search query, or the order (ascending and descending) of certain columns.
| Date range | Choose a date or date range for the Transactions report results and select Apply. Note: date ranges are limited to 90 days for this report. |
| Filter type | Filter the Transactions report results by applying the tags payment Status and/or Card Type. To remove the filters, select Clear all filters. |
| Search query | Filter transactions by entering the last four digits of the card number, payment ID, or payment amount in the search bar. |
| Column order | Sort the transactions (in either ascending or descending order) by selecting the column headings Date & Time, Card, Type, Status, or Amount. |
Payment transaction details
If a user clicks on an individual Date and Time link from the Transactions report page, this will open the Payment transaction detail page. This page offers detailed information on the individual transaction selected. On this page, there are two main components: the transaction summary and the transaction details.
Transaction Summary
| Payment type | The payment type associated with the transaction as configured in your back office (Lightspeed Payments). |
| Amount | The authorized amount for the transaction. |
| Date & time | The date and time of the transaction, based on the timezone configured in your account. |
| Settlement ID | The unique identifier for the settlement the payment will appear on. Click on this link to open the settlement report. |
| Receipt ID | The receipt ID associated with this transaction. Click on this link to open the receipt report. |
| Device | The device associated with this transaction. |
| Employee | The employee associated with this transaction. |
Transaction Details
| Type | The transaction payment type associated with the payment. |
| Status | The status of the payment. |
| Authorized amount | The authorized payment amount for the transaction. |
| Transaction Fee | The processing fee associated with the transaction. |
| Net Amount | The amount to be deposited after all deductions are made. |
| Card brand | The card type associated with the transaction. |
| Masked PAN | The masked card number associated with the transaction (only the last four digits are visible). |
| Entry method | The payment entry method for the transaction. |
| Currency | The type of currency processed in the transaction. |
| Processor reference | The unique processor identifier associated with the payment facilitator. |
What's next?
Understand the Settlements report. See Understanding the Settlements report.
Understand the payment schedule for settlements. See Getting paid.