Clone a Transaction on SkyTab Lighthouse Business Manager

Description: Learn how to create a new transaction from an existing one using the Clone Transaction feature in Lighthouse Business Manager (LBM). This is especially useful for adding tips, charges, or fees without re-entering card details.

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Overview

The Clone Transaction feature allows users to quickly create a new transaction based on an existing one without re-entering card details.

This feature is commonly used to:

• Add a tip, charge, or fee without re-entering card details
• Reprocess a transaction using the original card token

Cloned transactions create a new charge, while the original transaction remains unchanged.

When to Use Clone Transaction vs Tip Adjustment

Understanding when to use each workflow helps ensure accurate transaction handling:

• Before batch (pre-settlement): Use Tip Adjustment to modify the original transaction before it is processed.
• After batch (post-settlement): The original transaction can no longer be adjusted. To process additional charges, you can create a new transaction using available workflows, such as creating a new transaction with Clone Transaction.
• To reduce or return a tip: Use Tip Refund/Adjustment, which issues funds back to the original payment method.

Clone a Transaction

1. Log in to LBM.
2. Select Transactions.
3. Locate the original transaction for the credit card you want to charge.
4. Open the transaction details page.
5. Select Clone Transaction.
   
6. Enter the primary amount or tip/fee you wish to add.
7. Confirm customer details.
8. Add notes if needed.
9. Select Submit to process the cloned transaction.
   
10. Optionally, share a receipt of this charge via email.
    

Clone a Voided Transaction

Users can also clone Voided Sale transactions to create a new charge.

• The new transaction uses the original card token.
• You can adjust attributes such as the transaction amount before submitting.
• This allows quick reprocessing without re-entering payment details.

Notes:

• Cloning creates a new charge and does not modify the original transaction.
• Tip Adjustment updates an existing transaction (pre-settlement only).
• Tip Refund/Adjustment returns funds to the customer and must not exceed the original tip amount.
• Refunds are always issued back to the original form of payment.

Related Articles

• Perform a Tip Refund or Adjustment
• Share an Adjustment Receipt via Email for Transaction Manager Adjustments
• Enable Refund Permissions