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Quick Links
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.
Signature Required
This setting gives the option to require a customer to sign to complete a transaction.
Display | Action |
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| Tap the Menu button in the upper left corner Select Settings Select Require Signature Choose an option: Tap Apply Changes Tap the back arrow ← to return to Settings
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Tax
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.
Display | Action |
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| Tap the Menu button in the upper left corner Select Settings Select Tax Toggle On to apply a custom tax to your transactions In the Tax Rate field input the default tax percentage Tap Apply Changes Tap the back arrow ← to return to Settings
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Tips
When the Accept Tips option is turned On customers will be given the option to leave a tip when completing the transaction. Tip options will include: none, a custom amount, and three preset percentages.
Display | Action |
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| Tap the Menu button in the upper left corner Select Settings Select Tips Toggle On to allow customers to leave preset tips, as well as Custom or None In the Preset Tips fields, input the desired preset tip percentages, i.e., 10%, 15%, 20%, etc. Tap Apply Changes when the desired tip amounts have been entered Tap the back arrow ← to return to Settings
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Convenience Fee & Cash Discount
Display | Action |
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| Cash DiscountThis is a discount that can be applied to all transactions paid with cash. Tap the Menu button in the upper left corner Select Settings Toggle switch to turn on/off the Apply Cash Discount option Enter the desired cash discount % amount Select which prices are entered on the terminal Tap Apply Changes Tap the back arrow ← to return to Settings
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| Convenience FeeThis is a fee that can be applied to all transactions paid with a credit or debit card. Tap the Menu button in the upper left corner Select Settings Toggle switch to turn on/off the Apply Convenience Fee option Enter the desired Convenience Fee % amount Select how to convenience fee will be calculated: Tap Apply Changes Tap the back arrow ← to return to Settings
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Card Reader
Here you can view the connection status of your SpotOn Mobile card reader.
Display | Action |
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| Tap the Menu button in the upper left corner Select Settings Select Card Reader If currently paired with a SpotOn Mobile card reader, the serial number of the paired device will display If no device is paired, tap Connect to Card Reader
When the SpotOn Mobile card reader is paired, you are ready to begin taking payments
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