Description: Easily create a new transaction from an existing one to add charges or tips without re-entering card details. The Clone Transaction feature in Lighthouse Business Manager (LBM) streamlines transaction management and ensures accuracy.
Overview
The Clone Transaction feature allows users to quickly create a new transaction based on an existing one. This is especially useful for adding charges, tips, or fees without manually entering card information again.
Users can also clone Voided Sale transactions to create a new transaction using the original card token, with the ability to adjust select attributes such as the transaction amount.
Clone a Transaction
- Locate the original transaction for the credit card you want to charge.
- Open the transaction details page.
- Select the Clone Transaction button.
- Enter the primary amount or tip/fee you wish to add.
- Verify that all customer details are accurate.
- Add notes if needed.
- Select Submit to process the cloned transaction.
- Optionally, share a receipt of this charge via email.
Clone a Voided Transaction
Lighthouse Business Manager (LBM) users can clone Voided Sale transactions to quickly create a new charge without re-entering card details.
- The new transaction uses the original card token from the voided sale.
- You can adjust specific attributes, such as the transaction amount, before submitting.
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