Lightspeed

Information

Set-up

Installation & configuration

You can easily install the app via your Lightspeed backend. Have your credentials ready.

1. Click here and hit Install
2. Select the webshop you would like to add the app to (login if needed)
3. Click on Go to App to configure the app
4. Select the Shop ID you would like to configure and fill in the following details:
   1. Service-ID (SL-xxxx-xxxx)
   2. API-token (a3e314ee...)
5. Click Save to load all payment methods activated in your sales location
6. Configure your plugin and click the Save button to save your changes

👍

You have now successfully connected your Pay. account to Lightspeed

Releases

Not applicable; Lightspeed is a hosted solution. You do not need to install external software. Simply connect to the app (which is hosted by Pay.) and you are ready to go.

Features

Refunds

Auto-refunds

There are 2 ways to process a refund. Please check your auto-refund settings (as described in the Set-up chapter under Additional app settings).

1. Refund via credit invoice

1. Go to Orders and select the order you would like to refund by clicking the order ID
2. Click on Add a credit invoice
3. Select the amount you would like to refund, ensure the Status is Not Paid
4. Click Add
   In the order notes, you will see the message "Auto-refund success". It will be delayed for 5 minutes in case you need to make any changes.

2. Refund via product return

1. Go to Orders and select the order you would like to refund by clicking the order ID
2. Click on Create Return
3. Select the products you would like to return, ensure the Status is Return Authorized
4. Click Add
   In the order notes, you will see the message "Auto-refund success". It will be delayed for 5 minutes in case you need to make any changes.

🚧

The refund will be cancelled, if the status of the invoice or return is changed

Type store

If you are using an Omnichannel store, please ensure to set the following setting to "eCom. Omnichannel" to ensure refunds are processed correctly.

eCom. Standaard: we check the status of the invoice (paid or not paid). Based on this field, we create the refund (or cancel the refund).

eCom. Omnichannel: an omni-store always returns a "paid" status. So for the Omnichannel setups, we have removed the check on the status field and always create one.

📘

For both settings there is still a 5 minute delay in processing the refund.

Capture (BNPL)

When you offer Buy Now Pay Later payment methods in your checkout, the idea is to invoice your customers after they have received their products or services.

Example:

customer places order > transaction status is AUTHORIZED > webshop ships the product(s) > CAPTURE is created

In this app, it is possible to automate this flow.

Under Apps > Purchased Apps > select Pay > Go to App you will find the Auto-capture settings.

Enable this setting to automatically capture authorised payments (generally Buy Now Pay Later orders) when a shipment is created.

Shipping methods

To ensure a smooth and secure customer experience, some shipping methods—such as parcel lockers and pick-up points—may not be compatible with Buy Now Pay Later (BNPL) payment options. You can configure exclusions for these combinations within the multi-step checkout flow only by following the steps below:

1. Go to Apps > Purchased Apps > select Pay > Go to App > Filter by shipping methods under Settings

2. Set Filter by shipping methods to Yes

   

3. Once enabled, go to each payment method and specify which shipping methods should be excluded using the far-right column.
   In this example, when PostNL Pakketautomaat is selected in the checkout, Billink will not be shown as an available payment method.

   

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This only works for the multi-step checkout and not the single-step checkout

Paylink

It is possible to add a payment link to an email template, for example a payment reminder. A paylink can be added to each template with the ordernumberid available. Below we will show you how.

1. Go to Settings > Notification Emails > Order payment notification
2. Enter the relevant text. For the paylink, use the following format for the URL
   https://www.example.com/payment/pay/[[ordernumberid]]. Replace https://www.example.com with your own URL
3. To send a payment reminder, go to Orders > select an Order > More > Send Payment Reminder

Instore

It is possible to connect a card terminal to the Lightspeed POS for transaction processing only. See this Lightspeed page for instructions. The instore transactions will be started from the POS, not the Pay. API. These transactions will be visible in Reports / Management and Reports / Paid transactions when we have received the monies.
Transactions can be paid out the day after, depending on your pay out (clearing) frequency.

Business Orders

Certain payment methods, like Biller, can only be used with B2B orders. We recommend enabling the following settings if you are processing B2B orders:

1. Go to Apps > Purchased Apps > click on Pay. > Go To App
2. Set Auto-capture to Yes
3. Go to your B2B payment method and set Customer Type to Business
4. Go back to Checkout > Configuration > Additional customer fields > Edit
5. Configure these settings. For B2B orders a Company name or COC numberis generally Required.

Error Message Definitions

Filter payment methods based on shipping method

We have added an optional setting named "Filter by shipping methods". When enabled, you can select which shipping methods to exclude for each payment method.

To enable this setting, go to:

1. Apps > Purchased Apps > click on Pay. > Go To App

2. Set Filter by shipping methods to Yes

3. A new column Shipping methods is added to each payment method.

   NB: the payment method will not be shown in checkout for each selected shipping method.

   

Translations

Translations are managed via 2 settings:

1. Translations based on:
   1. Checkout country: country as selected in the checkout
   2. Webshop language: language the customer is viewing the shop in
2. Language of payment screen:
   1. Order language: based on delivery address country
   2. Webshop language: language the customer is viewing the shop in

Payment method settings

It is possible to change a few settings via Apps > Purchased Apps > click on Pay. > Go To App

• Description: name as shown in checkout
• Limits: optional. Set the minimum and/or maximum amount to show this payment method. When both are 0 the method will always be displayed.
• Fees: optionally set the payment costs for a payment method. Choose a fixed amount or a percentage.
• Countries: select in which country the payment method should be available. No selection means available in every country.
• Customer Type: select for which customer type the payment method should be available.

Sorting your payment methods in checkout

To change the order in which the payment methods are shown in checkout:

1. Go to Apps > Purchased Apps > click on Pay. > Go To App
2. Drag & drop the payment methods as you wish