[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 R Series.  This option allows you more flexibility in the daily operation of your business.

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.

This article is separated into four sections listed below.

• Enabling Standalone Mode in Your Lightspeed Retail R Series Account
• Processing Refunds for Standalone Transactions in Your Lightspeed Retail R Series Account
• Switch One or More Wise POS E Pin Pad Terminals From Standalone Mode Back to Integrated Mode
• Disabling Standalone Mode in Your Lightspeed Retail R Series Account

Enabling 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.  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.

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

1. Log into Lightspeed Retail.
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.

Switch One or More Wise POS E Pin Pad Terminals From Standalone Mode Back 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.
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.