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Settings

Before processing your first transaction the SpotOn Mobile Payments settings should be configured appropriately for your business needs. The settings are accessed through the menu icon in the upper left corner.

Signature Required

This setting gives the option to require a customer to sign to complete a transaction.

Display	Action
Image Modified	Tap the Menu button in the upper left corner Select Settings Select Require Signature Choose an option: Always Over $20 Tap Apply Changes A popup will display asking to confirm changes, tap Continue Tap the back arrow ← to return to Settings

Tax

When the Apply Taxes option is On, the specified tax rate will be applied to all transactions by default. Taxes can be toggled on or off for each transaction in the Terminal.

Display	Action
Image Modified	Tap the Menu button in the upper left corner Select Settings Select Tax Toggle On to apply a custom tax to your transactions In the Tax Rate field input the default tax percentage Tap Apply Changes A popup will display asking to confirm changes to setting, tap Continue to save Tap the back arrow ← to return to Settings

Tips

When the Accept Tips option is turned On customers will be given the option to leave a tip when completing the transaction. Tip options will include: none, a custom amount, and three preset percentages.

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Action

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Tap the Menu button in the upper left corner Select Settings Select Tips Toggle On to allow customers to leave preset tips, as well as Custom or None In the Preset Tips fields, input the desired preset tip percentages, i.e., 10%, 15%, 20%, etc. Tap Apply Changes when the desired tip amounts have been entered A popup will display asking to confirm changes to setting, tap Continue to save Tap the back arrow ← to return to Settings

Convenience Fee & Cash Discount

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Action

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Cash Discount

This is a discount that can be applied to all transactions paid with cash.

1. Tap the Menu button in the upper left corner

2. Select Settings

3. Toggle switch to turn on/off the Apply Cash Discount option

4. Enter the desired cash discount % amount

5. Select which prices are entered on the terminal

   • Cash Prices

   • Credit Prices

6. Tap Apply Changes

   • A popup will display asking to confirm changes, tap Continue to save

7. Tap the back arrow ← to return to Settings

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Convenience Fee

This is a fee that can be applied to all transactions paid with a credit or debit card.

The convenience fee will be applied to all transactions when activated.

Card Reader

Here you can view the connection status of your SpotOn Mobile card reader.

Display	Action
Image Modified	Tap the Menu button in the upper left corner Select Settings Select Card Reader If currently paired with a SpotOn Mobile card reader, the serial number of the paired device will display Tap Disconnect Card Reader to disconnect If no device is paired, tap Connect to Card Reader When the SpotOn Mobile card reader is paired, you are ready to begin taking payments