With offline mode, you can process credit card payments when you lost internet connectivity.
Credit card payments processed in offline mode are NOT synced to the sales history and do not affect your inventory records. They are reported exclusively in the Finance tab of the merchant portal. This allows you to choose how you would like to account for offline mode sales in a way that best suits your business needs.
Offline mode only works with the Wise POS E pin pad terminal.
Please note that payments processed while in offline mode can only be performed by inserting or tapping the card that is present. Manual card entry is not allowed.
Please note that you can have some terminals in Integrated Payments mode and some in Offline mode at the same time if needed.
Offline 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 offline mode works
Once enabled, offline mode allows you to continue processing credit card payments even when the internet connection is temporarily unavailable at the pin pad terminal.
When the pin pad terminal detects that the internet connection isn't available, you will be prompted to enable offline mode to process credit card payments. You can manually enter the sale amounts and have the customer pay using a credit card payment like normal.
The payment will be stored on the pin pad terminal until the internet connection has been restored. All stored credit card payments will then be transferred to Lightspeed Payments for processing and merchant portal payments will be updated accordingly.
Email receipts will be sent once the internet connection has been restored and the credit card payment processed by Lightspeed Payments.
Sales and refunds considerations
- Credit card payments taken in offline mode are not linked to a sales record in Lightspeed X Series. They will appear in your payments reporting section under the "Financial Services" section of Lightspeed Retail X Series.
- Amounts entered in offline 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 X Series.
Enabling Offline Mode in Your Lightspeed Retail X Series Account
To process credit card payments in offline mode, you have to enable offline mode before internet connection issues occur. Offline mode settings are found in the "Financial Services" section of Lightspeed Retail X Series.
To enable offline mode, you must first enable standalone mode in your Lightspeed Retail X Series account by following the instructions provided in this article.
Important
Note that by enabling offline mode, you accept responsibility for any expired or declined transactions taken while offline or any resulting chargebacks, in accordance with your platform payment agreements.
- Log into Lightspeed Retail X Series.
- In the left hand window pane, click "Finance".
- In the main window pane, click "Terminals".
- Click "Settings".
- Verify that the toggle button for the option named "Allow standalone mode" is enabled.
- Click the toggle button for the option named "Allow offline payments".
- Review the "Allow offline payments" prompt and click "Allow offline payments" to accept.
- You will see two options named "Per transaction limit" and "Total transaction limit". The "Per transaction limit" has a default and maximum amount of $5,000 and the "Total transaction limit" has a default and maximum amount of $50,000. You can change both amounts but you can't go above the maximum amount limits.
- Review the two amounts and make any changes if needed, and then click "Save".
- Click "Save" at the bottom of the screen.
- Follow the instructions in the "Terminal settings saved" screen and then click "OK".
Processing credit card payments in offline mode
When a Wise POS E pin pad terminal loses it's connection to the internet, the termina will be notify you on the screen stating that it is unable to access the internet.
- Tap "Activate offline payments" in the prompt named "Unable to connect to network".
- Tap "Activate offline payments" in the prompt named "Activate offline payments".
- Tap "OK, got it" in the prompt named "Offline payments activated".
- You will now see that the Wise POS E pin pad terminal is in offline mode and ready to process a credit card payment as shown below. It will also show you the maximum offline payment amount taking into consideration both pre-defined limits for "Per transaction limit" and "Total transaction limit".
- Process the credit card payment.
- The customer will be able to enter an email address where a payment receipt will be sent once the terminal has been able to connect to the internet. If an email address has been entered, tap "Email receipt". If the customer doesn't want a receipt emailed to them, tap "Don't email receipt".
- Once internet connectivity has been restored to the Wise POS E pin pad terminal, you will be notified that it has been restored. Tap "Resume Integrated payments".
Refunds and cancellations
While in offline mode, recorded credit card payments can't be cancelled or refunded. Only after the terminal regains internet connectivity will you be able to refund payments from the "Financial services" section in Lightspeed Retail X Series.
Taxes
Credit card payments performed while in offline 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.
Offline mode reporting
Offline credit card payments are considered "standalone payments", as Lightspeed Retail X Series isn't involved in the payment transaction. These payments will not appear as sales in Lightspeed Retail X Series.
When the Wise POS E pin pad terminal regains internet connectivity and transmits the offline mode payments for processing, the "Payments" view in the "Financial services" section in Lightspeed Retail X Series will be updated:
- Successful offline mode payments will have the channel value of "Offline".
- Offline mode payments that failed authorization will have the status "Offline declined".
Important
Offline mode payments with a status of "Offline declined" represent a loss. Lightspeed can't contact customers on your behalf or provide you with contact information should an offline mode payment be declined or expire. Collecting a customer's email address to send a receipt may provide you with a way to contact them if the offline mode payment is later declined.
0 Comments