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MobilePOS App Tax, Tip, and Signature Settings Configuration

September 19, 2024

Description

How to configure tip, tax, and signature settings or change your passcode, the default home screen, or screen timeout

What's in this article?

Use the Settings options to configure the MobilePOS app for your business. You may also configure settings for your business using the MobilePOS Dashboard.

Change Passcode

The PIN, or passcode, that you enter when logging in to the MobilePOS app may be changed. This passcode should not be confused with the account password. You cannot reuse a recent passcode. If you do not know your current passcode, it may also be reset by the administrator using the MobilePOS Dashboard.

To reset your passcode
  1. From the MobilePOS app menu ☰, select Settings > Change Passcode.
  2. Enter your current PIN passcode.
  3. Enter the new passcode and confirm the new passcode. 

Face/Touch ID

You can enable biometrics on your device instead of entering your PIN passcode each time you log in to the MobilePOS app. 

To enable biometrics
  1. From the MobilePOS app menu ☰, select Settings > Face/Touch ID.
  2. Enable Face/Touch ID.

Default Home Screen

The default home screen for MobilePOS app is the Quick Sale screen. 

 To select a different home screen
  1. From the MobilePOS app menu ☰, select Settings > Default Home Screen.
  2. Select a home screen option: Quick Sale, Inventory Sale, or Report.

Tip Settings

By default, the Tip prompt is turned off. Use the Tip Settings menu to enable or disable tip suggestions and define three preset tip percentage options. Tip settings can also be configured with the MobilePOS Dashboard.

To enable tip suggestions and preset tip percentages
  1. From the MobilePOS app menu ☰, select Settings > Tip Settings.
  2. Tap Enable Tip to turn on tip suggestions.
  3. Tap the suggested tip percentages to customize for your business.

Tax Settings

Use Tax Settings to configure multiple tax rates and tax categories to use with your device. You can also enable or disable tax for Quick Sale transactions. It’s recommended to enable the default tax for Quick Sale transactions. If not enabled, you will need to manually calculate the tax due for each sale that you make and add it to the transaction. 

Tax categories allow you a way to group multiple tax rates together to simplify adding a tax. For example, combining your municipal tax, county tax, and state tax into a single tax category.

Tax settings can also be configured within the MobilePOS Dashboard. You must add a tax rate before you can add a tax category.

To add tax rate
  1. From the MobilePOS app menu ☰, select Settings > Tax Settings.
  2. Tap Add.
  3. Enter a tax name and a tax rate (percentage).
  4. Tap Confirm.
To add a tax category
  1. Add a tax rate(s), as described above.
  2. From the MobilePOS app menu ☰, select Settings > Tax Settings.
  3. Tap Tax Categories.
  4. Tap Add.
  5. Enter a category name.
  6. Enable Default Tax Category to set your category as the default.
  7. Select the taxes to add to the category.
  8. Tap Confirm.
To add the default tax to every quick sale
  1. From the MobilePOS app menu ☰, select Settings > Tax Settings.
  2. Tap Enable Tax for Quick Sale. This is the recommended setting. If not enabled, you will need to calculate and manually enter the tax for each sale.
To enable tax for Inventory Mode
  1. Add an item to your inventory.
  2. From the MobilePOS app menu ☰, select Manage Inventory.
  3. Tap the item to add tax.
  4. Tap Tax Rate.
  5. Select Tax or No Tax.
  6. Tap Apply.
  7. Tap Save. Tax must be setup individually for each inventory item.
To remove tax and tax categories
  1. From the Point of Sale app slide-out menu ☰,  select Settings > Tax Settings.
  2. Tap Tax or Tax Categories. 
  3. Select the tax or tax category to remove.
  4. Tap Delete.
  5. Tap OK to confirm deletion.

Signature

By default, the e-Signature prompt is not enabled. When signature is enabled, the customer will be prompted to sign on your phone or tablet screen and then confirm. You can set up alternative signature prompts, described in the following table:

table listing options and their descriptions
OptionDescription
Enable e-Signature PromptEnable signature prompt. This option must be enabled to select the other options below.
Always PromptPrompt for a signature on all transactions.

NOTE: When Always Prompt is turned on, all other signature options are hidden.

Signature Prompt ThresholdPrompt for a signature for sales amounts above a certain amount. If enabled, enter an amount threshold.
Prompt Signature for Tipped TransactionsPrompt for a signature if it is a tipped transaction.
Prompt Signature based on EMV CVMPrompt for a signature if indicated by the CVM.

NOTE
Signature settings can also be configured with the MobilePOS Dashboard. 

Screen Timeout

You can change the timing for the security screen lock in the MobilePOS app under Settings > Screen Timeout. The screen timeout options are 5, 15 or 30 minutes. There is also an option for setting a custom timeout or not having a timeout lock at all.

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