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Standalone payments

With standalone mode, you can choose to process payments on your terminal without initiating the sale in Lightspeed POS. This option allows for more flexibility in the daily operation of your business as well as a fallback in case of an internet outage.

Payments received in standalone mode do not generate a receipt ID and are reported exclusively in the Payment Transactions report. This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

Enabling standalone mode

Standalone mode can be enabled through your Back Office.

  1. Log in to your Lightspeed Restaurant Back Office
  2. From the navigation menu of the Back Office, navigate to Financial Services > Settings.
    Image displays the Financial Services menu in Lightspeed Restaurant. The button labeled 'Settings' has been highlighted.
  3. Navigate to Terminal Settings.
  4. Click the toggle to enable Standalone mode.
  5. Update the configuration on your payment terminal.

Processing sales and refunds in standalone mode

Once you've set up your payment terminal for standalone payments, you can initiate a payment by entering the value of the transaction on the terminal, then handing it to your customer to complete the transaction.

  • Standalone mode with the S1F2

    To make a card present standalone payment from the S1F2 terminal:

    1. Start the payment by selecting Payment on the S1F2 screen.
    2. Enter the transaction amount by using the on-screen PIN pad.
    3. Press Confirm to continue.
    4. The terminal will now prompt the customer to tap, swipe or insert their card to complete the payment.

    Once the payment is successfully processed, the terminal will show Approved on the terminal display and a receipt will be printed.

    Card not present payments are not available in standalone mode on the S1F2.

    Processing a refund in standalone mode

    Processing a refund in standalone mode involves finding the original sale and refunding it directly to the original card used on the sale. Refunding the original sale is helpful for your record-keeping and it can be helpful in preventing fraud. It can also prevent you from refunding discounted items at full price.

    To make a refund from the S1F2 Terminal:

    1. On the S1F2 terminal screen, select Transactions.
    2. Click History.
    3. Select the transaction you wish to refund.
    4. Select void to refund the transaction.

    Once the payment is successfully processed, the terminal will show Approved on the terminal display and a receipt will be printed.

    Reprinting a transaction receipt in standalone mode

    To print another copy of the customer or merchant receipt for a specific transaction:

    1. On the S1F2 terminal, select Admin.
    2. Select Transactions > History.
    3. Select Transactions.
    4. Select the transaction that you want to reprint a receipt for.
    5. Select Receipts.
    6. Select either Customer Receipt or Merchant Receipt.
    7. Select Print.
    8. Optionally, if you wish to print another copy, press Cancel to return to the screen from step 5 and repeat steps 5-7.
    9. Press Cancel repeatedly to close the menu and return to the idle screen.

    Printing the end-of-day report

    All transactions processed in standalone mode are available in the Payment Transactions report. However, if you would like a printed report of your totals directly from the S1F2 payment terminal, you can print a Z-report for your records.

    1. On the S1F2 terminal, select Admin.
    2. Enter the PIN 5773.
    3. Select Transactions > Totals.
    4. Print the Totals report by selecting the print button.
  • Standalone mode with the V400m

    To make a card present standalone payment from the V400m Terminal:

    1. Select Start on the terminal display, or press the green Confirm key on the keypad.
    2. Enter the transaction amount by using the PIN pad.
    3. Press Confirm to continue.
    4. The terminal will now prompt the customer to tap, swipe or insert their card to complete the payment.

    Once the payment is successfully processed, the terminal will show Approved on the terminal display and a receipt will be printed.

    To make a card not present payment from the V400m Terminal:

    1. On the V400m terminal, Press 8 on the keypad then the green Confirm key on the keypad.
    2. Enter the PIN 5773.
    3. Select Moto payment.
    4. Enter the transaction amount by using the PIN pad.
    5. Press Confirm to continue.
    6. Follow the instructions on the display to enter the shopper's card number and CVC code. The terminal may also ask you to enter the shopper's postal code (zip code) and house number, depending on the cardholder's settings and location.

    Once the payment is successfully processed, the terminal will show Approved on the terminal display and a receipt will be printed.

    Processing a refund in standalone mode

    Processing a refund in standalone mode involves finding the original sale and refunding it directly to the original card used on the sale. Refunding the original sale is helpful for your record-keeping and it can help prevent fraud. It can also prevent you from refunding discounted items at full price.

    To make a referenced refund:

    1. On the V400m terminal, Press 9 on the keypad then the green Confirm key on the keypad.
    2. Enter the PIN 5773.
    3. Select Transactions > History.
    4. Select Transactions.
    5. Select the transaction you want to refund.
    6. Select Void to refund the transaction.

    Once the payment is successfully processed, the terminal will show Approved on the terminal display and a receipt will be printed.

    Reprinting a transaction receipt in standalone mode

    To print another copy of the customer or merchant receipt for a specific transaction:

    1. On the V400m terminal, Press 9 on the keypad then the green Confirm key on the keypad.
    2. Enter the PIN 5773.
    3. Select Transactions > History.
    4. Select Transactions.
    5. Select the transaction that you wish to reprint a receipt for.
    6. Select Receipts and then the receipt you want to print: Customer receipt or Merchant receipt.
    7. Select Print.
    8. Select Cancel to go back to the point where you can select and print the other receipt, or select Cancel repeatedly until the menu closes.

    Printing the end-of-day report

    All transactions processed in standalone mode are available in the Payment Transactions report. However, if you would like a printed report of your totals directly from the V400m payment terminal, you can print an end-of-day report for your records.

    1. On the V400m terminal, Press 9 on the keypad then the green Confirm key on the keypad.
    2. Enter the PIN 5773.
    3. Select Transactions > Totals.
    4. Print the Totals report by selecting the print button.
    5. Click Yes to reset the day's totals.

Reporting on standalone transactions

All transactions processed in standalone mode are available to view in the Payments report. When you click to view the transaction details of each transaction, you will be able to see whether a payment was processed through the POS, or if it was processed in standalone mode:

Searching for standalone transactions in your Lightspeed Payments report

To locate a transaction processed through Standalone mode in the Payments tab of your Lightspeed Payments merchant portal, you can filter your search results in the Payments report.

  1. Navigate to Financial Services > Payments.
  2. Click Filters.
  3. Select Channel > Standalone.
  4. (Optional) You can use the search bar to enter relevant keywords, and/or filter the results using the Filters drop-down to filter by Date, Status, or Payout status.

Refunding a sale through the Back Office

Sales can be fully or partially refunded in the Financial Services tab of your Lightspeed Back Office.

To be eligible for a refund, the transaction must be:

  • Less than 90 days old.
  • An eligible payment method. Some payment methods, such as Interac, must be refunded to a present card.
  • Not previously refunded.

Sales that do not meet these requirements will need to be refunded to a different payment type or to a present card through Standalone Mode.

Sales that are currently involved in a chargeback dispute should not be refunded without first contacting Lightspeed Payments support.

  1. In your Lightspeed Back Office, navigate to Financial Services > Payments.
  2. Search for the payment you wish to refund.  
  3. Click on the payment to open the details. 
  4. Click Refund
    Image displays the payment details screen of a payment received. The button labeled 'refund' has been highlighted.
  5. Enter the amount to be refunded and a note if applicable. 
  6. (Optional) Click Email Receipt
  7. Click Done.

Accounting for standalone payments in the POS

Payments received in standalone mode do not generate a receipt ID and are reported exclusively in the Payment Transactions report. This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

If you would like to have these sales appear in your daily totals, you can choose to create a custom payment type that can be used to record standalone payments. With this process, you will still manually process the sale on your payment terminal when it's time to charge your customer's card and use the custom payment type to complete the sale in the POS. Once you complete the sale, the payment type and amount are recorded in your Back Office reporting. Please note: If you then void or refund the sale from your reporting, the funds are not returned to your customer's card. To refund a card, the refund must be processed through the terminal itself.

To create the standalone mode payment type:

  1. From the navigation menu, select Configuration > Settings > Payment methods.
  2. Select Add a payment method.
  3. Enter the following payment method settings:
    • Code: Enter a short unique code. For instance: Standalone
    • Name: Enter the name of the payment method as it will be displayed on the device and on the consumer receipt. For instance: Standalone Payment
    • Accounting reference: Not mandatory
    • Payment method type: Select Credit card. See Understanding payment types for further information about payment method types
  4. Click Save.

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