Perform Transaction Adjustments in Lighthouse Business Manager

Description: Learn how to void a credit card authorization, adjust tips or fees, issue a custom refund amount, or process a full refund in Lighthouse Business Manager (LBM).

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Overview

The Refund / Adjust tool in Lighthouse Business Manager (LBM) lets you modify a transaction either before settlement or after settlement:

• Pre-settlement adjustments (Voids): Halt processing of the original transaction before it settles.
• Post-settlement adjustments (Refunds): Processed as a new transaction using the original payment method.
  • Refunds are always issued back to the original form of payment.
  • The transaction and ticket amount determine the refund amount.

Note: Admins have refund permissions by default. LBM users are disabled for refunds unless permissions are enabled. Visit Enable Refund Permissions in Lighthouse Business Manager to enable permissions.

Open the Transaction

1. Go to Transactions Manager in LBM.
2. Select All Transactions.
3. Locate and select the transaction you want to adjust.
4. Select Refund / Adjust.
   

Choose the Adjustment Type

From the Refund / Adjust drop-down, select one of the following options:

• Void an Authorization: Cancels a pending authorization.
• Tip/Fee Adjustment: Adjusts the tip or fee amount.
• Full Refund: Issues a complete refund for the full transaction amount. 
• Custom Amount: Refunds a specific dollar amount from the original transaction.

Option 1: Void an Authorization

Use this option to cancel a pending authorization, such as when a hold was placed by mistake or needs to be reversed before settlement.

Note: Not available for merchants using SOLO devices.

1. Select Void an Authorization.
   
    
2. Select Confirm to cancel and void the credit card authorization.
   

Option 2: Tip/Fee Adjustment

Use this option to correct the tip or fee amount before the transaction is finalized.

1. Select Tip/Fee Adjustment.
   
    
2. Select a Reason and add a comment (optional).
   Note: Not required for merchants using SOLO devices.
   
   
3. Enter the refund amount (must be less than or equal to the original tip amount).
   
4. Select the Refund button to confirm the refund.
   

Option 3: Full Refund

Use this option to refund the full amount of a completed transaction.

1. Select Full Refund.
   
2. Select a Reason and add a comment (optional).
   Note: Not required for merchants using SOLO devices.
3. Select Refund to confirm and process the refund.

Option 4: Custom Amount

Use this option when you need to refund a specific portion of a transaction, such as for a partial product return or service discount.

Note: Custom Amount is unsupported only on SOLO devices used outside Europe (EU).

1. Select Custom Amount.
   
2. Select a Reason and add a comment (optional).
   Note: Not required for merchants using SOLO devices.
3. Enter the refund amount (must not exceed the original transaction total).
4. Select Refund to confirm the refund.