[LSR] How to Enable, Configure, and use Standalone Mode With Lightspeed Payments

With standalone mode, you can choose to process payments on your Wise POS E pin pad terminal without creating a sale in Lightspeed Retail R Series.  This option allows you more flexibility in the daily operation of your business.

Important

Please note that the setup of standalone mode and the power cycling of the Wise POS E pin pad terminals MUST be performed prior to encountering a loss of internet connectivity.

Standalone mode can also be used if you are not able to access Lightspeed Retail R Series either via a web browser or via the iPad app.

Standalone credit card payments are processed and authorized at the time of the payment.

Payments received in standalone mode are NOT synced to the sales history and do not affect your inventory records.  They are reported exclusively in the Payments tab of the merchant portal (aka "Reports"->"Lightspeed Payments"->"Transactions & Payouts").  This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

Standalone mode only works with the Wise POS E pin pad terminal and requires a stable internet connection to function.

Please note that payments processed while in standalone mode can only be performed by inserting or tapping the card that is present.  Swiping or manual card entry is not allowed.

Please note that you can have some terminals in Integrated Payments mode and some in Standalone mode at the same time if needed.

Standalone mode is currently in beta and may not be available in your account or area.

Regions

• UK / Europe
• Canada (Interac is not supported)
• United States
• Australia (only co-branded EFTPOS cards with the Visa or Mastercard logos are supported)

Payment Methods

• Visa
• Mastercard
• Discover
• American Express

Card Entry Method

• Tap
• Insert

How Standalone Mode works

Once enabled, standalone mode allows you to continue processing credit card payments manually using the Wise POS E pin pad terminal when you are not able to process the payment normally in Lightspeed Retail R Series and you have internet connectivity.

Standalone mode credit card payments are processed immediately over the internet through the Wise POS E pin pad terminals at the time of the payment.

Email receipts are sent immediately when using standalone mode on the Wise POS E pin pad terminals.

Sales and Refunds Considerations

• Credit card payments taken in standalone mode are not linked to a sales record in Lightspeed Retail R Series.  They will appear in your payments reporting section under the "Financial Services" section of Lightspeed Retail R Series.
• Amounts entered in standalone mode are the final amounts charged to the customer.  The pin pad terminal will not add any taxes or fees to the charge.
• Refunds for credit card payments made in offline mode can only be performed in the "Financial Services" section of Lightspeed Retail R Series.

Taxes

Credit card payments performed while in standalone mode are the final amounts charged to the customer.  The Wise POS E pin pad terminal will not add any taxes or fees to the charge.

We highly recommend creating a specific Payment Type for use with Standalone Mode.

1. Log into your Lightspeed Retail R Series account.
2. In the left hand window pane, click "Settings".

3. In the main window pane, click "Payment Types" in the section named "Sales".

4. In the main window pane, click "+ New Payment Type" in the upper right corner.

5. Enter the Payment Type as "Standalone Credit Card", Refund as "All", and enable Require Customer.

6. Click "Save Changes".

This article is separated into six sections listed below.

• Enabling Standalone Mode in Your Lightspeed Retail R Series Account and Processing a Standalone Payment
• Switch One or More Wise POS E Pin Pad Terminals From Standalone Mode to Integrated Mode
• Disabling Standalone Mode in Your Lightspeed Retail R Series Account
• Processing Refunds for Standalone Transactions in Your Lightspeed Retail R Series Account
• Generating standalone sales for your sales reports
• Reporting sales in standalone mode

Enabling Standalone Mode in Your Lightspeed Retail R Series Account and Processing a Standalone Payment

1. Log into Lightspeed Retail R Series.
2. In the left hand window pane, click "Reports".

3. In the main window pane, scroll down to the section named "Lightspeed Payments" and then click "Transactions & Payouts".

4. Click "Terminals".

5. Click "Settings".

6. Click the toggle button for the option named "Allow standalone mode".

7. Click "Save" at the bottom of the screen.

8. You will now be prompted to power cycle your Wise POS E terminal(s) so that the changes can be downloaded.  Click "OK".

9. Once the Wise POS E pin pad terminal(s) has finished rebooting, it will take you to the idle screen as shown below.

10. You will now see that Standalone mode has been enabled in your Lightspeed Retail R Series account.

11. To switch a Wise POS E pin pad terminal into standalone mode, click the 3 lines in the upper left hand corner of the screen.

12. In the upper left hand corner of the screen, tap "Standalone payments".

13. Tap "OK, got it".

14. You will now see a screen where you can enter the amount of a standalone payment.

15. Enter the amount of the standalone payment that will be made and then tap "Pay".

16. You will then be prompted to insert or tap the card being charged.  Use whichever method you choose.

17. Once the payment processes successfully, you can enter an email address for your customer to receive a receipt if required.
18. If the customer wants a sales receipt, enter their email address.

19. Tap "Email receipt".

20. If the customer doesn't want a sales receipt emailed to them, tap "Don't email receipt".

21. You will be taken back to the standalone payment screen where you can continue processing standalone payments.

Switch One or More Wise POS E Pin Pad Terminals From Standalone Mode to Integrated Mode

1. Tap the three lines icon in the upper left hand corner of the screen.

2. Tap "Integrated payments".

3. Tap "OK, got it".

4. You will now be taken back to the idle screen on the terminal and ready to process payments in Lightspeed Retail R Series.

Disabling Standalone Mode in Your Lightspeed Retail R Series Account

1. Log into Lightspeed Retail R Series.
2. In the left hand window pane, click "Reports".

3. In the main window pane, scroll down to the section named "Lightspeed Payments" and then click "Transactions & Payouts".

4. Click "Terminals".

5. Click "Settings".

6. Click the toggle button for the option named "Allow standalone mode".

7. Click "Save" at the bottom of the screen.

8. You will now be prompted to power cycle your Wise POS E terminal(s) so that the changes can be downloaded.  Follow the instructions provided to power cycle your Wise POS E terminal(s).  Click "OK".

9. The Wise POS E pin pad terminal(s) will now reboot.
10. Once the Wise POS E pin pad terminal(s) has finished rebooting, it will take you to the idle screen as shown below.

11. You will now see that Standalone mode has been disabled in your Lightspeed Retail R Series account.

Processing Refunds for Standalone Transactions in Your Lightspeed Retail R Series Account

1. Log into Lightspeed Retail R Series.
2. In the left hand window pane, click "Reports".

3. In the main window pane, scroll down to the section named "Lightspeed Payments" and then click "Transactions & Payouts".

4. Click "Payments".

5. Find the standalone payment that you wish to refund and click on it.

6. Click "Refund".

7. You will be prompted to refund the payment and can enter notes for the refund if you choose to do so.  Once all information has been entered, click "Refund".

8. Once the refund has been completed, you can choose to email a refund receipt to the customer by clicking "Email refund receipt".

9. Enter the customer's email address and then click "Send".

10. You will be notified that the receipt was emailed to the customer and can click "Done".

11. You will now see that the standalone payment has been refunded.

Generating standalone sales for your sales reports

If you would like these sales to appear in your daily totals, you can create a custom payment type to record standalone payments. You still manually process the sale on your payment terminal when it's time to charge your customer's card, but 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 reporting.

Important - If you void or refund the generated sale from your sales report, the funds are not returned to your customer's card. To refund a card, the refund must be processed through the Financial Services tab.

Reporting sales in standalone mode

Payments received in standalone and offline mode do not generate a receipt ID and appear exclusively in your Lightspeed Payment report. This allows you to choose how you would like to account for standalone sales in a way that best suits your business needs.

Sales processed in standalone mode will appear instantly in the payments tab of your Lightspeed Payments reports, whereas offline sales will be reported to Lightspeed Payments when the terminal regains connectivity and transmits the offline payments for processing.

1. Navigate to "Financial Services" > "Payments".
2. Click "Filters".
   
3. Select "Channel" > "Standalone" or "Offline".
4. (Optional) You can use the search bar to enter relevant keywords, and/or filter the results using the Filters dropdown to filter by Date, Status, or Payout status.