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[SUMUP] 2021
Taken from the sumUp website.
SumUp Solo: Set-up guide
Once your new SumUp Solo Card Reader has arrived, all that's left is to set it
up. Here's how to take your Solo from box to counter so you're ready to start
accepting payments.
Note:
Be aware that your Solo requires a Wi-Fi connection to update during the
set-up process. (It doesn't need a wifi connection after updating).
How to set up my Solo
After you
sign up for SumUp
like so:
First up, power your Solo on with the On/Off switch on its right side.
1.
It's the button that looks like the SumUp logo.
Tap the drop-down menu to select your preferred language from the
2.
menu and hit "Let's start".
Log in to your SumUp profile.
3.
Setting up your SumUp Solo
and
activate your
profile, you can set up your Solo
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Summary of Contents for SumUp Solo
- Page 1 Taken from the sumUp website. SumUp Solo: Set-up guide Once your new SumUp Solo Card Reader has arrived, all that’s left is to set it up. Here’s how to take your Solo from box to counter so you’re ready to start accepting payments.
- Page 2 Note: If you haven’t created a SumUp profile, tap “I don’t have a profile” on the login screen to bring up a QR code. Scan the code or type in the associated address to find where you can create a SumUp profile.
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Page 3: Settings And Features
The "About" section contains information about your Solo and SumUp profile, including your Merchant ID, the device’s serial number, and your current software version. You can also log out of your SumUp profile from here by selecting "Log out" and then hitting "Log out" again to confirm. Software update From here you can check your current software version and download updates to keep your Solo running at its full potential. - Page 4 Wi-Fi connection. Switch the Wi-Fi to "Off" to re-connect to a mobile network via the unlimited data SIM card. An internet connection is required for the Solo to process payments. For more information, including some troubleshooting tips, check out our guide on connecting your Solo to the internet.
- Page 5 Tap “Refund” at the bottom of the screen. Enter the refund amount and hit “Issue refund”. Confirm the refund by entering your SumUp password. You’ll see a confirmation screen, simply tap the arrow button or the "x" in the top corner to return to the selected transaction.
- Page 6 The Solo can continue to accept transactions while charging. Turn off my Solo To turn your Solo off, hold the power button for a couple of seconds until the option to shut down pops up on the screen. Tap “Shut down” again to confirm.
- Page 7 Access my sales history on the SumUp profile On your SumUp profile, select the "Home" tab in the left-hand panel. Choose "Sales" to view your sales history. Click on an individual transaction to view its details. A popup on the right will also display the transaction and payout timeline, as well as all items sold.
- Page 8 Access my sales history on the SumUp App In the SumUp App, tap on the "Sales" tab at the bottom of the screen. Then either scroll through your list to find the relevant transaction or use the search function to find it.
- Page 9 SumUp profile for a full list. Access my sales history with the Solo Log in to your Solo and tap or drag down the arrow at the top of the screen. Hit “Sales history”. Select the relevant transaction by tapping on it.
- Page 10 You can search for a specific transaction with the filter options. Either type the specific transaction ID or item description into the search bar on your SumUp profile or app or make use of the following filter options on your profile.
- Page 11 Time period Your profile lets you see every transaction you’ve made since joining SumUp. Use the date filter to specify a time period and make it easier to find one transaction in particular. Either select a preset time filter such as last week or last month or create a custom time period.
- Page 12 Downloading or accessing your payment reports: My Reports This page gives you an overview of all the reports available to you as a merchant, so you can get the most out of SumUp and take your business even further. How to download my reports...
- Page 13 Payout Reports The Payout Report is a list of all the card transactions that have already been paid out to you–including the date of the payout and the associated transaction fees. Check out our article on Payout Reports for more information. Monthly transaction fee invoices The transaction fee invoice provides you with the total amount of your transaction fees for the respective month.
- Page 14 Revenue Reports The Revenue Report provides you with a full overview of all the goods or services you've sold over a period of time. SumUp’s Revenue Report gives you a breakdown of business activity sorted by category, payment method, and employees.