Managing your accepted payment types helps keep reconciliation, reporting, and daily transaction processing accurate and organized. You can create manual payment types as needed, while integrated payment methods are automatically added to your accepted payment types on the POS.
This guide walks you through adding and deleting payment types, as well as managing payment type availability per site.
What's in this guide?
Adding a payment type
Deleting a payment type
Managing payment types per site
Frequently asked questions
Adding a payment type
You can manually add a payment type to reflect the payment methods accepted at your site. Examples include manual EFTPOS, vouchers, direct deposit, or other non-integrated payment methods.
Cash and integrated payment types, such as Lightspeed Payments, are automatically added to your list. These payment types cannot be deleted from the Back Office, but they can be disabled per site or hidden from the POS checkout screen.
To add a payment type:
- Log in to Back Office with your Lightspeed credentials.
- From the navigation menu, select Company settings > Payment Types.
- Click Add a new Payment Type.
- In the Add a New Payment Type popup, complete the following details:
- Payment Type: Enter the name of the payment type.
- Show on Checkout: Check this box to make the payment type available on your POS checkout screen.
- Require Customer: Check this box to require a customer account to be linked to any order paid using this payment type.
- Prompt for Adjustment: Check this box to remind staff to apply any required price adjustments when using this payment type, such as a surcharge, service fee, or discount.
- Click Add Payment Type.
- (Optional) To change the order of payment types in Back Office, click and hold the drag handle (six-dot icon) beside the payment type, then move it to your desired position.
Deleting a payment type
You can delete a manually created payment type if it is no longer needed or was added by mistake. Alternatively, if you prefer to keep the payment type but remove it from use, you can uncheck Show on Checkout to hide it from the POS without completely deleting it.
To delete a payment type:
- From the navigation menu, select Company settings > Payment Types.
- Click the trash icon next to the payment type you want to delete.
Managing payment types availability per site
If you have multiple sites, you can control which payment types are available at each location. This ensures each site only uses the payment methods relevant to its operations.
To manage payment types availability per site:
- From the navigation menu, select Company settings > Payment Types.
- Click Site settings.
- Check the box next to each site where you want the payment type to be enabled. To enable it for all listed sites, click Select all.
- Click Save changes.
No, you cannot change the payment type once an order has been closed. As a workaround, you can refund the sale and then reprocess the order using the correct payment type.
Yes, you can set up separate payment types for different credit cards, such as AMEX, Visa, Mastercard, etc. However, using a single payment type for all card transactions is recommended for a simpler and more consistent checkout process.
If you use an integrated payment type, it’s best to continue using it for your daily transactions and only use a manual card payment type when necessary, such as during an EFTPOS integration outage or issue.
Yes, payment data is automatically synced to your accounting package whenever a reconciliation is completed.
What's next?
Set up Lightspeed Payments for secure, integrated payment processing.
Track and manage cash movements to stay on top of your cash flow.