Settings | SpotOn Lite

Contents

1 Settings Menu
- 1.1 Auto Batch Close
- 1.2 Print Settings
- 1.3 Pricing Settings
- 1.4 Receipts
- 1.5 Refunding a Transaction
- 1.6 Search and Filter Orders

Settings Menu

This screen displays all device settings accessible to the merchant. Taxes, fees, discounts, and tipping are configured from here just as they were in the Activation Flow.

Action	Display
Settings Overview

Auto Batch Close

The Auto Batch Close time setting determines when the terminal submits its transactions to the bank for payment. Note: the terminal must be powered on at the configured time in order to transmit.

Action

Display

1. In Settings, navigate to Auto Batch Close

2. Enable the AutoClose Batches option and set the time for daily batch closure. The terminal will submit its transactions for payment at this time each day.

Device must be left on and connected to the internet for auto-close to function.

Print Settings

Action

Display

Tap on the desired option and tap on the “Apply” button.

Pricing Settings

Action	Display
Through this setting, merchants can enable calculator mode on the sales screen for their convenience.
When merchants toggle on calculator mode, they are presented with an additional setting to indicate whether the amounts from the calculator include discounts.
Once a change is made in the dashboard, merchants may tap the Refresh button to sync if there are any changes to it.
If there are no changes to the pricing settings in dashboard since it was last synced with the Payments terminal, merchants are displayed a message informing the same.

Receipts

Action	Display
Customer Copy of receipt.
Merchant copy of Receipt.

Refunding a Transaction

Action	Display
1. Select the Order you want to refund from the Order list. Then tap the Refund button to initiate the Refund flow.
2. Enter the Manager PIN.
3. In the confirmation modal, tap the Refund button to complete the refund. Or tap on Cancel to exit the transaction.

Search and Filter Orders

Action	Display
On the Orders screen, tap on the Filter Icon on top to filter your sales order based on different parameters. New: Card Holder Name is now displayed in the list of orders. In the screenshot, Testcard Jcb is the Cardholder name. New: Order Indexing introduced (1,2,3… and so on).
All payments processed offline are marked with an offline icon next to them.
Select the Payment Status, Payment Method and Date of your preferences to apply the filter by tapping on the Apply Filters button. You may select Custom date range by selecting Custom option under Date filter. On selecting this week, filters start from Monday of the current week.
Tap on the Search Icon on top of Orders list to enter the search mode. Tap on the search parameter (Index, Cardm Name or Order ID) to find corresponding orders.