Payments Report

Accessing the Payments report

To access and generate the Payments report:

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. SelectReports>Reportsfrom the navigation bar. 
3. ClickPayments in the account Reports section. 
4. Set the time period of the report using the arrows and calendar icon in the upper-right corner.

Searching and filtering accounts

Zero in on specific accounts with the following options in the payments report:

Note: lines that appear in yellow in the Payments report were created in the back office and will have Back Office listed as their device of origin.

• Use the search field to find particular payments. 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 payments should appear on a single page.
• Sort payments by column by clicking the column header once for ascending order or twice for descending.
• If there are tags associated with specific device profiles in your configurations, Filter payments by tag using Filter drop-down.Note: this option does not appear if no tags are set up.
• To download the report as a spreadsheet, click export Payments CSV> select your device (Mac or PC) >Export.

Understanding Payment types

In the payment report, payments are listed with a type that describes the account. Refer to the table below for descriptions of what these types represent.

Payments types

Types	Description
Float	A cash drop or lift from the cash drawer.
Payment	Paid and completed transaction.
Transfer	Tender transfer created through a transfer operation.
Transitory	An account was still open at the end of a business day and moved to the next day.
Update	An account was created to revert/recreate a payment.
Void	Payment was cancelled/deleted.