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

Within the print settings, merchants can specify whether they wish to print automatic sales receipts solely for customers, solely for merchants, or both.

Action

Display

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

Pricing Settings

Pricing settings are retrieved from the dashboard. Merchants can also enable calculator mode on the sales screen for convenience. If they do so, they will be prompted to specify whether the prices from the calculator include discounts.

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

Receipt templates for customers and merchants.

Action	Display
Customer Copy of receipt. Discount and Fees will be separated in two different line items.
Merchant copy of Receipt. Discount and Fees will be separated in two different line items.

Refunding a Transaction

This is the flow when a merchant seeks to provide a refund to their customers. Merchants need to enter Manager PIN in order to process a refund.

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

Merchants can utilize order search and filters to search their orders through various fields and filter them based on different parameters.

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.