Settings | SpotOn Mobile

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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.

Action

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  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

 

 

 


 

Tips Settings

When the Accept Tips option is turned On customers will be given the option to leave a tip when completing the transaction.

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  1. Select 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. Select Apply Changes

  7. A confirmation pop-up will appear

  8. Select Continue to apply the changes

 


 

Cash Discount Settings

Choose between Cash Discount setting options in SpotOn Terminal.

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  1. Select 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. Select Apply Changes

  6. A confirmation pop-up will appear

  7. Select Continue to apply the changes

To change Cash Discount rates, please contact customer support at 877-814-4102 or email support@spoton.com

 

 


 

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

This setting gives the option to require a customer to sign to complete a transaction.

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  1. Select 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. Select Apply Changes

  6. A pop-up confirmation window will appear

  7. Select Continue to apply the changes

 


 

Payment Types Settings

Choose to allow/disallow cash payments.

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  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. Select Apply Changes

  6. A pop-up confirmation window will appear

  7. Select 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

 


 

Card Reader

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  1. Press the power button on the carder reader to power it on

  2. 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

  3. Tap Connect Card Reader from the Card Reader Setup menu

  4. 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

  5. Tap the serial number displayed (matches the number printed on the back side of the SpotOn Mobile card reader [e.g CHBXXXXXXXXXXXX])

    • If using an Android device, two options may appear with the serial number for your card reader; please select the option that shows the phone icon

  6. Allow the device to connect and configure

  7. The Connected status will appear once complete

  8. Select the X to close out of the menu

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