Receipt Report

Accounts Receipt Report

The Receipt Report displays all paid receipts, including those that were cancelled or corrected. Each row in the table represents a single receipt. Use this report if you need to print, cancel, or review a particular receipt or change the payment method. Additionally, you can also create new transactions from this page.

 

Accessing the Receipt Report

To access the Receipt Report:

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. Select Reports > Reports from the navigation bar.
3. Click Receipt Reporting in the account Reports section.
4. Use the drop-down menu and calendar icon to change the report's time period.

Printing and filtering receipts

Print or zero in on specific receipts by using the following options in the Receipt Report:

• Use the search field to find a particular receipt. Searchable information includes account name, Amount, Tender, Created by, Paid to, Device, Account, and reference.
• Use the Show entries drop-down menu to choose how many receipts should appear on a single page.
• Filter receipts by tag using the available drop-down if there are tags associated with specific device profiles in your configurations. Note: this option does not appear if no tags are set up.
• To print single or multiple receipts, select the receipt(s) using the checkbox in the same row and clickPrint selected receipts.
• To download the report as a spreadsheet, click export Receipts CSV> select your device (Mac or PC) >Export.

Adding a transaction

Manually add an unlisted transaction or correct an erroneous one by recreating it.
Important: Be selective when adding transactions, cancelling 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.

1. From the receipt Report, click create a new transaction.
2. Specify the: Description, Amount, Payment method, Transaction owner, and accounting group.
3. (Optional) include tips,Payment method for gratuity, and available tags.
4. click create Transaction.
5. Since you're modifying past sales data, enter a meaningful reason for the change.
6. ClickConfirmto finish.
7. ClickReload data to refresh the listed receipts. Receipts created in the back office appear in yellow, with-BackOffice listed as the device.