Description: Review how to adjust transactions in Lighthouse Transaction Manager (LTM) below.

Note: If you cannot perform the required function, you will need to speak to your user issuer or Account Administrator about adding this privilege to your user credentials. 

For more information, please reference Refund Transactions or Void Transactions.

WARNING: Transactions that are adjusted, voided, or processed in Lighthouse Transaction Manager directly do not report back to the interface 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 the interface reporting is bypassed.

You need to note adjustments made in your reporting documentation for the batch settlement. If an adjustment that reports in both systems is needed, speak to your interface provider as to how to perform this adjustment in your software.

Adjust Transaction Details / Add A Tip

To adjust a transaction prior to the settlement you will need to determine what type of adjustment is needed. Anything not relating to requesting additional funds from the guest should use the option Offline Edit.  This will allow you to perform the following:

1. Lower the Primary Amount.
2. Edit Customer Name.
3. Convert from an Authorization Only to Sale (or vice versa).

Anything relating to the requesting of additional funds from the guest should use the option Online Edit. This will allow you to perform the following:

1. Increase the Primary Amount.
2. Add or Edit the Secondary Amount/Tip Amount.
3. Convert from an Authorization Only to Sale, or Vice Versa.

To perform any of the above options, log in to your Lighthouse Transaction Manager User Account and navigate to the Transactions tab. Select Current Transactions and use the Search box on this page to search for the transaction invoice number or the card's last four digits. (*XXXX).

Click on the invoice once located to edit it. At the top right select Edit, then select Online or Offline Edit depending on the type of edit that is needed.

Adjust the required fields as needed based on what you need to do with the customer.

NOTE: If changing an Authorization into a Sale. Deselect the checkbox "Auth Only" 

Now select any of the Submit buttons on the page. You will be provided an updated Sales Draft that can be printed if needed.

Change Transaction Business Date

Log in to LTM and navigate to the Transactions tab. Select Current Transactions and use the Search box on this page to search for the transaction invoice number or the card's last four digits. (*XXXX). Click on the invoice once located to edit it. 

In the Basic Transaction Information section, locate the field and click the notepad icon. Set the desired business date by selecting a date on the calendar that pops up and select Apply.

After selecting Apply, a confirmation should appear.

Duplicating or Reprocessing a Transaction

To duplicate or reprocess a previous transaction as a new sale, view the Duplicate or Reprocess Transactions article.