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Table of Contents

Cash Sale

Display

Action

Video Tutorial Coming Soon

Display

  1. Tap Terminal on the menu screen (if not already on Terminal screen)

  2. Enter the transaction amount

    1. On

iOS
    1. Apple devices,

if the settings are set up to include tax,
    1. you will see

an Include Tax switchToggle On/Off to include or remove tax
    1. a line titled “Extras”. Tap Extras to view or add Fees and Discounts

    2. On Android

Devices
    1. devices, tap

Extras
    1. Include Tax to

view and
    1. turn taxes and convivence fees On/Off

Tap Cash
  1. Beneath Pay With options, tap Cash on the bottom right of the screen

  2. Enter the dollar amount collected

  3. Press Continue

Transaction Complete
  1. The Submit Payment screen will display, showing what change, if any, is due back to the customer

  2. Tap Done to complete the sale

    • If desired click Send Receipt, then input the customer’s email

in the Email Receipt field
    • and click Send

    • Tap

Close
    • Refund to void/refund the sale

  1. Tap the X in the top right cornerto return to the Terminal screen

Cash Payment.mp4


Credit Card Sale

Display

Action

Video Tutorial Coming Soon

Tap Terminal

  1. Tap Terminal on the menu screen (if not already on Terminal screen)

  2. Enter the transaction amount

  • On iOS devices, if the settings are set up to include tax, you will see an Include Tax switch

    • Toggle On/Off to include or remove tax

  • On Android Devices, tap
    1. Tap Extras to view and turn taxes

    and convivence
    1. /convenience fees On/Off

    2. From Payment Details , go to the Pay With options at the bottom of the screen

    3. Tap

    Charge
    1. Credit Card

    2. Swipe, Insert, or

    Dip
    1. Tap the customer's card on the SpotOn card reader

      • As the card is being read, you will see it’s status on the screen

    2. If the card needs to be entered manually, select Enter Manually

      • Fill out the card details:

        • Card Number

        • Expiration Date

        • CVV

      • Tap Submit Payment Info

    3. If

    Tips
    1. tips are enabled, the customer will be able to choose a tip amount:

      • Preset Percent Options 1-3

      • Custom

      • None

    Tap Complete
    1. If Signature Requirement is enabled, and the transaction amount aligns with the signature settings,

    you will be prompted to have your customer sign
    1. a signature prompt will display for the

    transaction
    1. customer.

      • After acquiring the signature, Tap Submit

    Signature
    Transaction Complete
    1. The Sale Details screen will display

      • If desired,

    input
      • the customer can receive a receipt viva email by tapping Send Receipt. Input the customer’s email in the

    Email Receipt
      • field and

    click SendTap Close
      • tap Send

      • If needed, the transaction van be voided by tapping Void

    1. Tap the X on the top right cornerto return to the Terminal screen

    Card Sale.mp4