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Quick Links

Table of Contents

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 Removed

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Require Signature

  4. Choose an option:

    • Always

    • Over $20

  5. Tap Apply Changes

  6. A popup will display asking to confirm changes, tap Continue

  7. Tap the back arrow ← to return to Settings

Taxes

Tax Settings

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

Video Tutorial Coming Soon

Display

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Tax to viewTax Settings

  4. Toggle

On to apply a custom tax to your transactions

  • In the Tax Rate field input the default tax percentage

    • In the Tax Rounding Section choose a rounding type:

    1. the Apply Tax button to switch Tax On/Off

    2. Set the appropriate Tax % amount

    3. Select Standard Rounding or Always Round Up

      • Standard Rounding- Rounds to the nearest whole cent. Values of half a cent ($0.005) or more round upward. Values less than half a cent round downwards.

      • Always Round Up- Always rounds any value less than a cent upwards to the next whole cent.

    4. Tap

    Done

    1. Apply

    2. A confirmation pop-up will appear

    3. Tap Continue to apply the changes

    		Terminal - Taxes.mp4

     

     

    Tips Settings

    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.

    Display

    Tap

    Action

    Video Tutorial Coming Soon

    Display

    1. Select the Menu button in the upper left corner

    2. Select Settings

    3. Select Tips

    4. Toggle

    On to allow customers to leave preset tips, as well Custom, or NoneIn the Preset Tips fields, input the desired preset tip percentages

    1. the Accept Tips button to switch Tips On/Off

    2. Input the desired Tip Amounts, i.e.,

    10%

    1. 15%,

    15%

    1. 18%, 20%, etc

    .

  • Tap Set Rate

    • The Legal section opens the SpotOn website where you can find more information about SpotOn.

    Display

    Action

    Video Tutorial Coming Soon

    Tap

    1. .

      • When the Accept Tips option is toggled On, the customers will be given the option to leave a Tip. They can select none, one of three the set amounts, or they can choose to enter a custom Tip amount.

    2. Select Apply Changes

    3. A confirmation pop-up will appear

    4. Select Continue to apply the changes

    		Terminal - Tips.mp4

     

     

    Cash Discount Settings

    Choose between Cash Discount setting options in SpotOn Terminal.

    Action

    Display

    1. Select the Menu button in the upper left corner

    2. Select Settings

    3. Select Cash Discount

    4. Select

    Legal

    • This will open the SpotOn website

  • Select from the following to learn more:

    • Merchant Terms

    • User Terms

    • Privacy Policy

  • Tap Close when finished

    • Hardware Status

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

    Display

    Action

    Video Tutorial Coming Soon

    1. Credit Retail Prices or Cash Retail Prices

    2. Select Apply Changes

    3. A confirmation pop-up will appear

    4. Select Continue to apply the changes

    Note

    To change Cash Discount rates, please contact customer support at 877-814-4102 or email support@spoton.com

    		Terminal - Cash Discount.mp4

     

     

     

    Convenience Fee Settings

    Note

    To make any changes to Convenience Fees, please contact Customer Support at (877) 814-4102 or email support@spoton.com

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

     

     

    Signature Settings

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

    Action

    Display

    1. Select the Menu button in the upper left corner

    2. Select Settings

    3. Select Signature

    4. Use the Require Signature switch to toggle the Signature requirement On/Off

      • If Require Signature setting is On, select For transactions over $20 or Always

    5. Select Apply Changes

    6. A pop-up confirmation window will appear

    7. Select Continue to apply the changes

    		Terminal - Signature Required.mp4

     

     

    Payment Types Settings

    Choose to allow/disallow cash payments.

    Action

    Display

    1. Tap the Menu button in the upper left corner

    2. Select Settings

  • Select Hardware Status

    • When the SpotOn Mobile card reader is paired, you are ready to begin taking payments

    2. Select Payment Types

    3. Use the Cash switch to toggle the requirement On/Off

      • If toggled off, cash payments are not available to customers

    4. Select Apply Changes

    5. A pop-up confirmation window will appear

    6. Select Continue to apply the changes

    Info

    To change or add new payment types, please contact customer support at 877-814-4102 or email support@spoton.com

    		video_1280.mp4

    Card Reader

    Action

    Display

    1. Press the power button on the carder reader to power it on

    2. On your mobile device, log in to the SpotOn Payments app and follow the prompts to connect to the card reader, or go to Settings, then tap Card Reader at the bottom of the menu

    3. Tap Connect Card Reader from the Card Reader Setup menu

    4. Tap Pair Card Reader… You will be taken to your mobile device’s settings to connect the card reader by pairing to a new Bluetooth device

    5. Tap the serial number displayed (matches the number printed on the back side of the SpotOn Mobile card reader [e.g CHBXXXXXXXXXXXX])

      • If using an Android device, two options may appear with the serial number for your card reader; please select the option that shows the phone icon

    6. Allow the device to connect and configure

    7. The Connected status will appear once complete

    8. Select the X to close out of the menu

    Info

    Note: The first time the device is connected to the card reader, it may take a few minutes to pair. Once the device is paired the card reader, it should connect automatically anytime you open the SpotOn Payments app, as long as the card reader is powered on and the Bluetooth is activated on your mobile device.

    		Card Reader.mp4