Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 31
Next »
Quick Links
From the Settings page there are several options to customize the SpotOn Terminal and transactions. There are options to set up: Tax, Tips, Convenience Fee, Signature, and Device Handoff Dialog. The current configuration of each Settings section displays below each option on the Settings Menu.
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 |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Tax to view Tax Settings Toggle the Apply Tax button to switch Tax On/Off Set the appropriate Tax % amount 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.
Tap Save
|
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 | Action |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Tips Toggle the Accept Tips button to switch Tips On/Off Set the desired Tip Amounts, i.e., 15%, 18%, 20%, etc.. 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.
Tap Save
|
Convenience Fee Settings
The convenience fee will be applied to all transactions by default when toggled On. The Convenience Fee can be toggled on or off for each transaction in the Terminal.
Display | Action |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Convenience Fee Use the Apply Convenience Fee switch toggle the Convenience Fee On/Off Set the desired Convenience Fee % percentage amount Select a Before Tax or After Tax option to set how the Convenience Fee is calculated Tap Save
|
Signature Settings
When the signature settings are On, there is the option to require a signature for all card transactions, or just those over $20.
Display | Action |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Signature Use the Require Signature switch to toggle the Signature requirement On/Off Tap Save
|
Device Handoff Dialog Settings
When the Device Handoff Dialog option is turned On the customer will be prompted to return the SpotOn Terminal to you when the card transaction is complete. There will be no prompt if it is a cash transaction.
Display | Action |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Device Handoff Dialog Toggle Prompt customer to return device switch to turn prompt On/Off Tap Save
|
Receipt Message
The SpotOn Terminal allows for custom footers to be created for email receipts and printed receipts. This applies to the SpotOn Terminal / SpotOn Sidekick only, and the terminal must be updated to version 1.5.7.
Display | Action |
|---|
 | Tap the Menu button in the upper left corner Select Settings Select Receipt Message
|
 | 4. Input desired receipt message/footer, up to 160 characters 5. Tap Save This will display on email and printed receipts An example of this feature in use would be the business’s return policy This feature is only available on the SpotOn Terminal / SpotOn Sidekick with version 1.5.7
Click Here to view examples of customer receipts with a custom message |
