Standalone mode enables you to accept payments directly from a Lightspeed Payments terminal without processing an order on your POS. You can use this as your regular setup or as a backup for when the POS is unavailable.
This guide covers everything you need to know about using standalone mode, from setup to reporting.
What's in this guide?
Setting up standalone mode
Setting up a manual payment type
Processing standalone payments
Reprinting receipts
Refunding standalone payments
Reporting for standalone payments
Setting up standalone mode
Processing payments in standalone mode offers a flexible way to accept payments on the terminal. This section explains how to enable or disable standalone mode in Back Office and how to update your payment terminal settings.
Enabling or disabling standalone mode
Standalone mode can be turned on or off in Back Office for all terminals assigned to your site. By default, this is already enabled in Financial Services. However, if you have multiple terminals, you can configure the settings to enable standalone mode only on selected payment terminals.
To enable or disable standalone mode:
- Log in to your Back Office with your Lightspeed credentials.
- In the navigation menu, select Financial services.
- Select Terminals.
- Click Settings.
- Toggle the Allow standalone mode switch to enable or disable it. Here, you can also configure receipt printing for the payment terminal.
- Print customer payment receipt: Choose whether to automatically print, not print, or prompt for customer receipts after each transaction.
- Print merchant payment receipt: Set whether merchant receipts should print automatically, not print, or prompt after each transaction.
- Manually sync the POS or sync your registers from Back Office.
Updating the payment terminal configuration
Whenever you make changes to your Lightspeed Payments settings, you'll need to manually update the configuration of your payment terminal to ensure the changes take effect immediately. Follow the steps below based on your payment terminal model.
Smart Terminals (with/without) Printer
To update the payment terminal configuration:
- On the terminal touchscreen, tap Settings.
- Tap Config.
- Enter the admin PIN: 5773.
- Tap Update. The terminal will automatically restart and update its settings. This process may take several minutes.
Verifone e285, V400m, and P400+
To update the payment terminal configuration:
- Press the 9 key, followed by the Confirm key (green circle) on the terminal's number pad.
- Enter the admin PIN: 5773.
- Tap Config.
- Tap Update. The terminal will automatically restart and update its settings. This process may take several minutes.
Setting up a manual payment type
Since there's no direct integration between the POS and payments in standalone mode, transactions won't appear in the POS History unless the sale is manually closed using a payment type like Manual EFTPOS. These transactions will be recorded under this payment type in your sales reports.
To set up a manual payment type:
- Navigate to your Back Office.
- Select Company Settings > Payment Types.
- Click Add a new Payment Type.
- Enter the name Manual EFTPOS or any other name that suits your setup.
- Check the box labeled Show on Checkout.
- Click Add Payment Type to save.
- Manually sync the POS or sync your registers from Back Office.
Once synced, you'll be able to see the manual payment method upon checkout for use with standalone transactions.
Processing standalone payments
Standalone mode allows manual entry of payment amounts on your terminal without initiating the sale in the POS. To record and track these transactions in your POS reports, consider setting up a manual payment type in Back Office.
Smart Terminals (with/without) Printer
To process a standalone payment:
- On the terminal touchscreen, tap Payments.
- Enter the transaction amount using the on-screen PIN pad.
- (Optional) If enabled, choose to add a tip or skip it.
- Tap Confirm to continue.
- Have the customer tap, swipe, or insert the card to complete the payment.
Once payment is successfully processed, Approved will appear on the payment terminal display.
Verifone e285, V400m, and P400+
To process a standalone payment:
- Press the Confirm key (green circle) on the terminal keypad.
- Enter the transaction amount by using the PIN pad.
- (Optional) Add or skip the tip if this feature is enabled.
- Tap Confirm to continue.
- Have the customer tap, swipe, or insert the card to complete the payment.
Once payment is successfully processed, Approved will appear on the payment terminal display.
Reprinting receipts
Reprinting receipts lets you provide duplicates for customers or keep copies for your record. Follow the steps below based on your specific payment terminal model.
To reprint a copy of the customer or merchant receipt:
- On the terminal, select Transactions.
- Select History.
- Enter the admin PIN: 5773.
- Click Continue.
- Locate the transaction for which you want to reprint a receipt.
- Click the printer icon in the lower right corner.
- Select either Merchant copy or Cardholder receipt.
- Click Print.
To reprint a copy of the customer or merchant receipt:
- Press the 9 key followed by the Confirm key (green circle) on the terminal keypad.
- Enter the admin PIN: 5773.
- Select Transactions > History.
- Locate the transaction for which you want to reprint a receipt.
- Click the printer icon in the lower right corner.
- Select either Merchant copy or Cardholder receipt.
- Click Print.
Refunding standalone payments
Refunds for standalone payments can only be done in Back Office, as it is currently not supported to be done directly on payment terminals. For refunding integrated transactions, refer to our article on how to refund a sale through the POS.
When to use Back Office for refunds
Refunding through Back Office should only be done if:
- The transaction was processed in standalone mode.
- A duplicate charge occurs, but only one transaction appears in the POS History.
- A partial refund has already been issued in the POS, but the remaining amount needs to be refunded. This is because the POS only allows one refund per transaction.
Eligibility for issuing refunds
To be eligible for a refund, the transaction must be:
- Less than 90 days old.
- Not previously refunded.
Processing a refund in Back Office
Sales can be fully or partially refunded in the Financial Services tab in your Lightspeed Back Office and can only be issued to the original payment method used.
To refund a sale in Back Office:
- Log in to your Back Office with your Lightspeed credentials.
- Navigate to Financial Services > Payments.
- Search for the payment you need to refund.
- Click on the payment to open the transaction details.
- Click Refund.
- Enter the refund amount and note if applicable.
- (Optional) Click Email Receipt.
- Click Done.
Refunds typically take 2-7 business days to settle into your customer's account.
Reporting for standalone payments
Transactions processed in standalone mode are visible in the Payments report. When viewing transaction details, you can identify whether a payment was processed through the POS or in standalone mode.
To access reports for standalone payments in Back Office:
- Navigate to your Financial Services.
- Select Payments in the top section.
- Click Filters.
- Select Channel.
- Check Standalone.
- Click Apply.
- (Optional) Use the search bar or additional filters (e.g., Date, Status, Payout status, or Payment method) to refine your results.
Printing end-of-day reports on the terminal
End-of-day reports provide a summary of all transactions to support your daily reconciliation and settlement. If your payment terminal has a built-in printer, you can print the report directly from the terminal. Follow the steps below based on your terminal model.
To print the end-of-day report:
- On the terminal touchscreen, Tap Transactions.
- Tap Totals.
- Enter the admin PIN: 5773.
- Tap Continue.
- Print the Totals report by selecting the print button.
To ensure accurate daily reporting, reset totals at the end of the day by navigating to the same Totals section and selecting the circular arrow (reset) button.
To print the end-of-day report:
- Press the 9 key followed by the Confirm key (green circle) on the terminal keypad.
- Enter the admin PIN: 5773.
- Select Transactions.
- Select Totals.
- Print the Totals report by selecting the print button.
To ensure accurate daily reporting, reset totals at the end of the day by navigating to the same Totals section and selecting the reset totals button.
What's next?
Learn how to configure and process MOTO (Mail Order/Telephone Order) payments for secure, card-not-present transactions.
Set up Pay at Table to allow faster, more convenient customer checkout at their table.