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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.
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.
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Terminal - Taxes.mp4 | 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 Apply A confirmation pop-up will appear Tap Continue to apply the changes
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Tips Settings
When the Accept Tips option is turned On customers will be given the option to leave a tip when completing the transaction.
Display | Action |
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Terminal - Tips.mp4 | Tap the Menu button in the upper left corner Select Settings Select Tips Toggle the Accept Tips button to switch Tips On/Off 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.
Tap Apply Changes A confirmation pop-up will appear Press Continue to apply the changes
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Cash Discount Settings
Choose between Cash Discount setting options in SpotOn Terminal.
Display | Action |
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Terminal - Cash Discount.mp4 | Tap the Menu button in the upper left corner Select Settings Select Cash Discount Select Credit Retail Prices or Cash Retail Prices Tap Apply Changes A confirmation pop-up will appear Press Continue to apply the changes
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Convenience Fee Settings
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.
Display | Action |
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Terminal - Signature Required.mp4 | 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 Apply Changes A pop-up confirmation window will appear Tap Continue to apply the changes
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Payment Types Settings
Choose to allow/disallow cash payments.
Display | Action |
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video_1280.mp4 | Tap the Menu button in the upper left corner Select Settings Select Payment Types Use the Cash switch to toggle the requirement On/Off Tap Apply Changes A pop-up confirmation window will appear Tap Continue to apply the changes
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Card Reader
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Card Reader.mp4 | Press the power button on the carder reader to power it on 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 Tap Connect Card Reader from the Card Reader Setup menu 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 Tap the serial number displayed (matches the number printed on the back side of the SpotOn Mobile card reader [e.g CHBXXXXXXXXXXXX]) Allow the device to connect and configure The Connected status will appear once complete Hit X to close out of the menu
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