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 manager.
2. From the navigation menu, navigate to Financial Services > Settings.
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 now tap, swipe or insert their card to complete payment.

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

  Please note, card not present payments are not available in standalone mode on the S1F2.

  Processing a refund in standalone mode

  There are two available processes for issuing a refund in standalone mode. Processing a referenced refund 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 referenced 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.

• 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.

  To make a card not present standalone 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

  There are two available processes for issuing a refund in standalone mode. Processing a referenced refund 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 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.
  7. If successful, the terminal prints a receipt for the refund.

  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.

Reporting on standalone transactions

All transactions processed in standalone mode are available in the Payment Transactions report. When you click through 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 restaurant manager

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

Certain transactions cannot be refunded through the Back Office. These include payments older than 90 days, Interac transactions (Canada only), and transactions that have already been refunded (this limitation includes partially refunded transactions). These transactions must be refunded to a different payment type or a present card through Standalone Mode.

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. 
   
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 Retail POS 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 back office, click Payments.
2. Click Payment Types.
3. To add a new payment type, click New Payment Type.
4. Enter the Payment Type Name.
5. Enter the Payment Type Description.
6. In the Type field, select Lightspeed Payments from the drop-down menu.
7. Configure your settings as desired.
8. Click OK.