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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.

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Action

Video Tutorial Coming Soon

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Signature Required

  4. Choose an option:

    • Never

    • Over $20

    • Always

  5. Tap Done


Taxes

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

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Tax

  4. Toggle On to apply a custom tax to your transactions

  5. In the Tax Rate field input the default tax percentage

  6. In the Tax Rounding Section choose a rounding type:

    • 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.

  7. Tap Done


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.

Display

Action

Video Tutorial Coming Soon

  1. Tap 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 None

  5. In the Preset Tips fields, input the desired preset tip percentages, i.e., 10%, 15%, 20%, etc.

  6. Tap Set Rate


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

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Action

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  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Legal

    • This will open the SpotOn website

  4. Select from the following to learn more:

    • Merchant Terms

    • User Terms

    • Privacy Policy

  5. Tap Close when finished


Hardware Status

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

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Action

Video Tutorial Coming Soon

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Hardware Status

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

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