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Quick Links


Settings Menu

The Settings menu has several customization options for SpotOn Terminal and transactions. There are options to set up: Tax, Tips, Cash Discount, Convenience Fee, Signature, Payment Types, and Card Reader.


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.

Action

Display

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Tax to view Tax Settings

  4. Toggle the Apply Tax button to switch Tax On/Off

  5. Set the appropriate Tax % amount

  6. 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.

  7. Tap Apply

  8. A confirmation pop-up will appear

  9. 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.

Action

Display

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Tips

  4. Toggle the Accept Tips button to switch Tips On/Off

  5. Input 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.

  6. Tap Apply Changes

  7. A confirmation pop-up will appear

  8. Press Continue to apply the changes

Terminal - Tips.mp4

Cash Discount Settings

Choose between Cash Discount setting options in SpotOn Terminal.

Action

Display

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Cash Discount

  4. Select Credit Retail Prices or Cash Retail Prices

  5. Tap Apply Changes

  6. A confirmation pop-up will appear

  7. Press Continue to apply the changes

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

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

Action

Display

  1. Tap 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. Tap Apply Changes

  6. A pop-up confirmation window will appear

  7. Tap Continue to apply the changes

Terminal - Signature Required.mp4

Payment Types Settings

Action

Display

  1. Tap the Menu button in the upper left corner

  2. Select Settings

  3. Select Payment Types

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

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

  5. Tap Apply Changes

  6. A pop-up confirmation window will appear

  7. Tap Continue to apply the changes

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

Terminal - Payment Types.mp4

Card Reader

Updated instructions and video coming soon!

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