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

Select 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.

Select Apply Changes

A confirmation pop-up will appear

Select Continue to apply the changes

Select the Menu button in the upper left corner

Select Settings

Select Cash Discount

Select Credit Retail Prices or Cash Retail Prices

Select Apply Changes

A confirmation pop-up will appear

Select Continue to apply the changes

Select the Menu button in the upper left corner

Select Settings

Select Signature

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

Select Apply Changes

A pop-up confirmation window will appear

Select Continue to apply the changes

Tap the Menu button in the upper left corner

Select Settings

Select Payment Types

Use the Cash switch to toggle the requirement On/Off

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

Select Apply Changes

A pop-up confirmation window will appear

Select Continue to apply the changes

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])

• 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

Allow the device to connect and configure

The Connected status will appear once complete

Select the X to close out of the menu