It is recommended that you configure your payment processor settings to Autocapture + Autoclose and only edit payments and tips via Restaurant POS from the Orders List. However, if your payment processor is Adyen, Cayan, Bridgepay or Worldpay (formerly Vantiv), it is possible to edit, capture and close batch payments manually in Restaurant Manager.
Configuring your payment processor settings
In order to close batch payments manually, configure your payment processor with the following settings in Restaurant Manager.
- In Restaurant Manager, click Payments > Payment Processors.
- Click on your payment processor.
- In the Edit Payment Account popup, to the right of Autoclose or Autocapture, select either Autoclose + AutoCapture, NO, or Autoclose from the drop-down menu:
Autoclose + Autocapture: This setting allows you to specify an AutoCapture Time. Up until the AutoCapture Time, payments and tips can be manually adjusted in Restaurant Manager or in Restaurant POS from the Orders List. After the AutoCapture Time, payments will no longer be editable in Restaurant POS or Restaurant Manager. Shortly after the AutoCapture Time, the batch will Autoclose, meaning the payments will be archived in Lightspeed Restaurant. However, in order for funds to be deposited into your account, you must arrange an auto-close time with your payment processor.
NO: This setting requires you to manually capture and close batch payments in Restaurant Manager. Payments will not be automatically captured or closed. When you close the batch, payments will be archived in Lightspeed Restaurant and the funds will be deposited into your account.
Autoclose: This setting requires you to manually capture and close batch payments in Restaurant Manager. However, in order for funds to be deposited into your account, you must arrange an auto-close time with your payment processor.
-
For the Mode, you must select Preauth-capture in order to manually adjust payments and tips.
- Click OK to save the settings.
Editing payments in Restaurant Manager
If your payment processor is Cayan, Worldpay (formerly Vantiv) or Bridgepay, you can edit payments manually in Restaurant Manager.
- In Restaurant Manager, click Payments > Payment Processing to view card payments from the current day. Payments in red have not yet been captured and can be edited. Payments in green have been captured and can no longer be edited.
Note: A warning icon will appear next to a payment if the same credit card was used to pay the same amount more than once on the same receipt.
- Click Edit to open the Edit Payment popup. To add or adjust a tip or payment, enter the new amount or tip and click OK.
- Optionally, click Delete to void the payment. Deleting a payment manually will cause the receipt to unfinalize in Restaurant POS.
Closing your batch
-
After making the desired edits to a payment, click Capture to finalize it. To capture all payments at once, click Capture All. After a payment is captured, you can no longer edit it and the receipt will be finalized in Restaurant POS.
- Optionally, click Info to see transaction details. Click Refresh to update the list with any new payments from Restaurant POS.
- Once all payments are captured, the Close Batch button will appear. Clicking Close Batch will remove the payments from your Open Batches and move them into History.
Note: In payment processor settings, if you have selected Autoclose or Autoclose + Autocapture, you must arrange a close batch time with your processor in order for funds to be deposited into your account. If you have selected NO, the funds will be deposited into your account when you click Close Batch.
Viewing batch history
- Click the drop-down menu in the top left corner to switch between Open Batches and History.
-
From the History view, click the date to open a date selector you can use to view payments from a different date.
- Optionally, click Refresh to update the list with any recently archived payments.
- Optionally, click Refresh to update the list with any recently archived payments.