---
title: "Sale & Orders | SpotOn Lite"
canonical: "https://help.spoton.com/space/SK/3184492582/Sale%20%26%20Orders%20%7C%20SpotOn%20Lite"
format: markdown
---
**Contents**
> Macro (toc)
---
##
**Sale Screen**
> ℹ️ From the SpotOn Lite Sale screen (home screen), you can input the desired charge amount and select the payment tender. Additionally, you can include taxes, fees, and discounts in this process.
| **Action** | **Display** |
| --- | --- |
| - To begin a transaction, enter the sale amount using the keypad
- Select the payment tender (**Card**, **Cash**, etc.) depending on how the customer is paying
- Tap on **Actions** > **Add Notes** to add notes to the sales in action
- Offline mode indicator appears if the Offline Mode is enabled
- **On the right, is the Home Screen with Calculator Mode Enabled**: When enabled via **Settings > Pricing**, the home screen displays a calculator interface for quick calculations |  |
| - **On the right, is the home Screen with Calculator Mode Disabled**: When disabled via **Settings > Pricing**, the home screen follows the standard layout without the calculator functionality
- Tap on **Actions **> **Add Notes** to add notes to the sales in action
- Select the payment tender (**Card**, **Cash**, etc.) depending on how the customer is paying |  |
| - For accounts with **PIN debit** enabled by SpotOn Support (**only**):
- On tapping the **Card** tender, instead of automatic detection, you can manually select the card type
- A pop-up appears with two options: **Credit Card** or **Pin Debit Card**
- The terminal processes the transaction based on the selected card type |  |
| - If tips are enabled as **"Tip on screen before payment"** from **Settings > Tips**, users will see the tipping flow before making the actual payment, allowing them to add tips to the total
- Users can add a **pre-configured tip** amount or enter a **Custom Tip** |  |
| - If Server Numbers are enabled, an **employee number input** prompt appears after the Tip is input during the transaction |  |
---
## Process a Sale - Using Card Tender
> ℹ️ This is a flow processing card payments through card insertion, swiping, or tapping.
> ⚠️ Note: The A800 currently does not support EBT card payments.
| **Action** | **Display** |
| --- | --- |
| - After typing in the Sale amount and selecting **Charge, **you will be prompted to **insert, tap, or swipe** the card
- While the device is waiting for the card to be inserted, you can tap on **Manual Entry **to add the card information manually
- Sales can be aborted at this point by tapping the **Cancel **button |  |
| ### Process a Manual Entry |
| - If using **Manual Entry** (e.g., when a card swipe doesn't work): **Screen 1/3:** Users are prompted to enter the card number |  |
| - **Manual Entry** **Screen 2/3:** Enter the card's expiration date |  |
| - **Manual Entry** **Screen 3/3**: Provide the billing address and ZIP code |  |
| - A payment confirmation screen with various receipt options opens
- If tips are enabled as **"Tip on screen after payment"** from **Settings > Tips**, users will see the tipping flow after this confirmation |  |
| ### Process a Debit Sale |
| For accounts with **PIN debit** enabled by SpotOn Support
- Input the Sale amount and select **Charge ** |  |
| > ℹ️ To enable PIN-based debit transactions.
> ℹ️ Call: (877) 814-4102 or Email: [Support@Spoton.com](mailto:Support@Spoton.com); To request the debit feature.
- You will be prompted to Select Card Type: **Credit** or **Pin Debit Card ** |  |
| - Taxes and discounts will apply as they do for Credit Transactions
- Certain fees will not apply to Debit Sales, as they only apply to Credit transactions
> ℹ️ For more information about transaction fees and how they affect your business, email: [Support@Spoton.com](mailto:Support@Spoton.com) to request information about Processing Fees. |  |
---
## Process a Sale - Using Cash Tender
| **Action** | **Display** |
| --- | --- |
| - **Cash Payments**: After typing in the Sale Amount and selecting **Cash** you will be prompted to enter the cash amount received in USD using the keypad
- You may tap **Exact Amount** when exact change is provided by the customer
- The amount received will be updated to the sale total |  |
| - If the cash received is more than the sales total, you will be prompted on how much change is due
- Tap on the **Got it** button to complete the transaction |  |
---
## Process a Sale - Using Gift Card Tender
> ℹ️ When processing a **Gift Card transaction**:
> ℹ️
> ℹ️ - The entire bill amount can be paid using the **gift card balance**.
> ℹ️ - If the swiped **gift card** does not have enough balance, the remaining amount can be covered using:
> ℹ️ - Another **gift card** (multiple gift cards can be used, if each swiped card is fully utilized).
> ℹ️ - **Cash or Card tender** (only one of these payment methods can be used per Gift Card sale).
| **Action** | **Display** |
| --- | --- |
| - After entering the sale amount, select the **Gift Card** tender from the top > **Pay $xx.xx** |  |
| - Select how you want to charge the gift card—**Swipe**, scanning the **QR Code**, or **Manual Entry**
- This step can be skipped if swiping is set as the default action in **Settings** > **Gift Card** |  |
| - Swipe the **Gift Card** to proceed with the transaction |  |
| - If the Gift Card balance is fully used, the remaining amount can be paid using another Gift Card, Card, or Cash
- Multiple Gift Cards can be used, but each must be fully utilized before adding another
- Only one Cash or Card tender can be used per transaction |  |
| Once the **Charge** is complete, the payment confirmation screen will display various receipt options |  |
---
## Process a Sale - Offline
> ℹ️ Offline Mode allows you to process transactions even when the A800 device is not connected to the internet.
> ℹ️
> ℹ️ - To enable offline payments, go to Settings > Offline Mode and turn it on
> ℹ️ - **Note before proceeding: **You are fully liable for failed captures, chargebacks, and disputes of offline payments
> 📝 *We recommend keeping the offline mode ****disabled.**** Staying online ensures that everything updates in real time and keeps the system running smoothly. ****We advise that the terminal remain online at all times. ***
| **Action** | **Display ** |
| --- | --- |
| - When the device is offline, an **offline indicator** appears on the sales screen |  |
| > 📝 - In **Offline Mode**, **PIN debit card payments** are not available if PIN debit cards are enabled on your account |  |
| - You can **Add Tip**; however, an **offline icon** will appear on the **Charge** button |  |
| - In **Order History**, an **offline icon** appears next to all orders that were processed while offline |  |
| - When you open any **offline order**, the **offline status information** is displayed in the order details |  |
---
## Taxes and Discounts
> ℹ️ On the sales screen, taxes or discounts that apply automatically are displayed, and merchants can tap on the discount/tax amount to adjust it as needed.
| **Action** | **Display** |
| --- | --- |
| - Auto-applicable discounts, fees, and taxes are automatically displayed on the sales screen
- You can modify these amounts by tapping on the corresponding **values in blue** |  |
| ### **Applying Discounts** |
| - While multiple new discounts can be added from SpotOn Lite **Settings**, you can add or select a pre-configured discount directly from the **Sales Screen**
- When discount values in blue color are tapped, you can enter a percentage or absolute value and assign a name to the discount
- Tap **Apply** or navigate back to abort discount |  |
| ### **Applying Custom Fees** |
| - When **Fee **values in blue color are tapped from the sales screen, a message is displayed, prompting that fees can only be configured by the SpotOn Support team
> ℹ️ To inquire about custom fees, please contact our 24-hour Support line at (877) 814-4102 or email us at [support@spoton.com](mailto:support@spoton.com) |  |
| ### **Applying Taxes** |
| - When **Tax **values in blue color are tapped from the sales screen, a message is displayed, prompting that taxes can **only **be added in the SpotOn Lite **Settings** |  |
---
## Cash Discount Transaction
> ℹ️ For merchants who have cash discount enabled, a cash discount will appear only when **Cash **Tender is selected.
> ❌ If you believe the cash discount pricing is incorrect, please contact our 24-hour support line at (877) 814-4102 or email us at [support@spoton.com](mailto:support@spoton.com).
| **Action** | **Display ** |
| --- | --- |
| - On selecting **Cash** as a tender type, the associated Cash Discount is added to the sales order and shows as a line item
- The cash discount appears **only** when **Cash Tender** is selected
> 📝 Other auto-applicable discounts and taxes are automatically displayed on the sales screen. You can modify these amounts by tapping on the values in blue color. |  |
---
## Surcharge Transaction
> ℹ️ On the sales screen, merchants who have surcharge enabled will also see the credit card surcharge displayed if they choose the **Credit** card tender option during payment processing.
> ❌ If you believe the surcharge pricing or percentage is incorrect, please contact our 24-hour support line at (877) 814-4102 or email us at [support@spoton.com](mailto:support@spoton.com).
| **Action** | **Display** |
| --- | --- |
| - On selecting **Card** as a tender type, the associated Credit Card Surcharge is added to the sales order and shows as a line item |  |
---
## Receipts
> ℹ️ Receipt flow for you and your customers during transactions.
| | |
| --- | --- |
| - On the order confirmation screen, you or your customer can choose to **Print**, **Email**, or **Text** (SMS) the receipt, along with an option for **No Receipt** |  |
| - When users tap **Text,** they are prompted to enter their phone number, and the receipt is sent via SMS Text |  |
| - When users tap **Email,** they are prompted to enter their email address, and the receipt is sent to their inbox |  |
| - On **Print,** a Customer Copy of the receipt prints from the A800 device |  |
| - On **Print,** a Merchant Copy of the receipt prints from the A800 device |  |
---
## Refunds
> ℹ️ Refunds can be done directly from the terminal.
> ℹ️
> ℹ️ **Note: **To process a refund, you will be required to enter the Manager PIN (typically created during the activation process).
> ⚠️ Currently, partial refunds are not supported for the A800. Any refunds will apply to the total order amount only.
| **Action** | **Display** |
| --- | --- |
| - Tap the **Orders** button in the bottom navigation bar
- Search and select the **Order** you want to refund from the Orders list |  |
| - Tap the **Refund** button to initiate the Refund flow |  |
| - Enter the **Manager PIN > Continue**
> ❌ If you don't know your Manager PIN, select “**Forgot PIN?**”** **below the entry prompt to reset it. |  |
| - In the confirmation prompt, tap the **Refund** button to complete the refund or tap on **Cancel** to exit the transaction |  |
---
### **Search and Filter Orders**
> ℹ️ Utilize order search and filters to search their orders through various fields and filter them based on different parameters.
---
## Reports
### **Sales Summary**
> ℹ️ From the Sales Summary screen, you can access a view list of all sales orders and have the option to organize them by tenders.
| **Action** | **Display** |
| --- | --- |
| - From the SpotOn Lite Settings > select **Sales Summary**
- You can see a list of all sales here, with the option to group them by tender by tapping on the **By Tender** tab |  |
### Tip Report
> ℹ️ The Tip Report setting offers the option to generate and print tip reports specifically for individual servers. This functionality enables access to detailed breakdowns of tips earned by each server during the specified batch period.
| **Action** | **Display** |
| --- | --- |
| - SpotOn Lite **Settings** > **Tip Report** to access the individual Server Tip Report |  |
| - Select an individual Server to open the detailed Tip Report view and **Print Report, **or navigate back | |
| - Example of a Printed Tip Report |  |
---
## Batching and Settlements
### Tip Adjustments
*Tip adjustments are made from the Order List. Remote Tip adjustments from the SpotOn Dashboard are not supported. *
| **Action** | **Display** |
| --- | --- |
| - Tap on the **Adjust Tip** button against the orders tagged for tip adjustment in the **Order List** |  |
| - You can tap on the predefined tip percentages or enter a custom amount
- Tap on **Update Tip to the $xx.xx** button to complete the operation |  |
### Batching / Settlement
> ℹ️ Closing a batch involves finalizing and reconciling all transactions processed within a specified time frame, typically at the end of a business day or shift.
| **Action** | **Display** |
| --- | --- |
| - Go to SpotOn Lite **Settings** > **Manage Batch**
- In this flow, you can verify transaction totals, reconciling any discrepancies, and tap on the **Close Batch** button to close the batch
- Always ensure all tips are adjusted before closing your batch or ending your business day |  |
| - By selecting ** History**, you can view a list of previously closed batches |  |
| - Tapping on any batch from this list provides details about the batch, including its closing time
- Select **Print Report** to print the Batch report |  |