Pushing Sales from the Sell Screen to Lightspeed

For organizations using Lightspeed, sales which are initiated on the Capitan Sell Screen can now be pushed to Lightspeed. There are a two primary reasons to do this:

• If a transaction has been initiated on the Sell Screen and the customer decides they want to pay without a card (cash, gift card, etc.)
• If a transaction has been initiated on the Sell Screen and the customer wants to add a retail item to the transaction.

Configuration: Linking Lightspeed Users

To enable the option to push sales to Lightspeed, you will need to link your Lightspeed users to your Capitan account.

In Organization Settings, you can configure your default Capitan Lightspeed User. The selected Lightspeed user account will be associated with Capitan actions using the Lightspeed API. This is required in order to send Staff Site sales to Lightspeed for payment.

If you want to configure specific staff users to specific Lightspeed accounts, you can do so in Staff Admin. If the staff user making the sale has a linked Lightspeed user account, that account will be used instead of the Capitan account when sending Staff Site sales to Lightspeed.

Using the option to send transaction to Lightspeed

When using the "Send to Lightspeed" option on the Sell screen, the payment can be completed on Lightspeed instead of your integrated payment processor.

Selecting Send to Lightspeed opens the current sale in Lightspeed in a new browser tab. Please ensure that the Lightspeed web register is not already open, as Lightspeed allows only one web register tab at a time.

Any products with taxes configured in Capitan will have taxes appear in Lightspeed under the tax name “Capitan”, using the tax rates configured for those products in Capitan.

Once the payment is complete, it will be reflected on the Sell Screen when staff return to the page. If it is not appearing immediately, you can try refreshing but the page will automatically reload every two seconds.

Sales with account credit applied

A sale that has account credit applied to it must be completed in Capitan. Once staff apply a customer's account credit from the Select Payment Method window, the "Send to Lightspeed" button is disabled for that sale, and the remaining balance is collected through Capitan using one of the other payment options in that window. Lightspeed charges the full sale amount at the register, so sending a sale with credit already applied would charge the customer twice.