If you're using the Genius MX915 terminal, reporting for Lightspeed Payments looks a bit different. This article explains how to:
- Log in to the payments portal
- Access the Transaction report
- Access the Settlement report
- Understand your funding schedule
Log in to payments portal
When signing up with Lightspeed Payments, you will receive an email with credentials to your unique Propay reporting portal. To log in to the reporting portal, enter your credentials here.
If it’s the first time you’ve logged in, the portal will prompt you for a password reset and determine a few security questions.
Access the Transaction report
The transactions report displays all transactions for a given time range. It summarizes all transactions and fees, which s very useful for end-of-month reporting.
To find this report, fromthe Propay portal select View Reports > Transaction Report. Use the Date Picker to select the range you would like to view.
Access the Settlement report
When your captured payments are settled each night, they are organized into batches, otherwise known as sweeps. The Sweep Report (Settlement report) in the Propay portal will let you select a batch from a specific day, view all the transactions within that batch, and preview payment details for what was deposited into your bank account.
To find this report, from the Propay portal select View Reports > Sweep Report. Use the Date Picker to select the batch you would like to view.
Understand your funding schedule
Funds appear in your bank account 48 business hours after they have been captured. Settlement information will appear in your portal before that, but the funds won’t be deposited in your account until then. Here’s an idea of what to expect:
- Transactions captured on Monday at 4AM (e.g. Sunday night's sales) will be deposited into your bank account on Wednesday.
- Transactions captured on Tuesday at 4AM (e.g. Monday night's sales) will be deposited into your bank account on Thursday.
- Transactions captured on Wednesday at 4AM (e.g. Tuesday night's sales) will be deposited into your bank account on Friday.
- Transactions captured on Thursday at 4AM (e.g. Wednesday night's sales) will be deposited into your bank account on Monday.
- Transactions captured on Friday at 4AM (e.g. Thursday night's sales) will be deposited into your bank account on Tuesday.
- Transactions captured on Saturday at 4AM (e.g. Friday night's sales) will be deposited into your bank account on Wednesday.
- Transactions captured on Sunday at 4AM (e.g. Saturday night's sales) will be deposited into your bank account on Wednesday.