Adjust Tip on Current Day in Lighthouse Transaction Manager for POSitouch

Description: Learn how to adjust a same-day credit card tip in Lighthouse Transaction Manager and update the POSitouch Sales Journal for adjustments made after the current day.

---

Warning: Transactions that are adjusted, voided, or processed in LTM directly do not report back to the POSitouch system that processed the original authorization or sale request. This means there could be a discrepancy between the system reports if changes are made directly, as POSitouch reporting is bypassed.  

When possible, the preferred way is through the front of the house. Please see the POSitouch Front of the House Tip Adjustment article.

Locate The Transaction to Be Adjusted

1. Log in to the Lighthouse Transaction Manager (LTM) account.  
2. Navigate to the Transaction tab.      
3. Select Current Transactions.
    
4. Navigate to the search field, select the Search Icon dropdown, and select Advanced Search.
   
5. Enter the last 4 digits of the card number, 
6. Enter time frame. 
7. Select Card number checkbox.
8. Select Search.
   
9. Select the invoice number of the card to edit.
    

To Increase a Tip With an Online Edit

1. From the Edit menu, select Online Edit.
   
2. Enter the tip in the Tip Amount field. The Total Amount will reflect the Primary Amount plus the Tip Amount.
   
3. After entering the desired optional information, select Submit. An updated sales draft can be provided and printed if needed.
   

To Decrease a Tip With an Offline Edit

1. From the Edit Menu, Select Offline Edit.
   
2. Type over the incorrect tip amount with the corrected amount.  (In this example, the tip was entered as $400.00 and should have been $40.00)  After pressing tab, the total amount will reflect the primary amount plus the adjusted tip amount.
   
3. Select Submit. An updated sales draft can be provided and printed if needed.
   

Adjust Sales Journal Report for Tip Changes in LTM

Adjustments to the Sales Journal Report are not permitted on the current day; this is only allowed for previous days.

1. From the back office main menu, navigate to Sales Reports > All Sales Reports> Sales Journal Report.
   
2. Enter the Starting Date and Ending Date and select Deposits.
   
3. Select Continue.
   
4. Select Tip Account.
   
5. Select Account to adjust from the dropdown list, type in the Amount of adjustment (tip) that was added in LTM (if a tip was removed, enter a negative number here), enter the Server and Cashier number, and select Ok.
   
6. The VISA  amount was increased (as this total now includes the added tip), and TIPS-SERVER amount was also increased by $20. Select Save and Exit.